Analyst/associate, Client Services Specialist, Exchange Services

Ares Wealth Management Solutions

Base: $65,000 - $85,000; bonus/equity: discretiona...
Not specified
Investor application intake and review
Dissemination and tracking of offering materials
Coordination of kyc and aml documentation
Ares Wealth Management Solutions is seeking an Analyst/Associate for their Client Services Specialist role within the Exchange Services team. The position focuses on supporting the AREX platform by coordinating between financial advisors, investors, and internal teams to ensure efficient transaction processing while maintaining high standards of service

Job Summary

  • Ares Wealth Management Solutions (AWMS) oversees product development, distribution, marketing, and client management for the global wealth management channel, representing one of the most resourced wealth distribution and client service teams in the alternatives industry.
  • The Analyst/Associate, AREX Client Services (CSS) supports the Ares Real Estate Exchange (AREX) platform by managing the front end of the transaction lifecycle, ensuring transactions are complete, accurate, and timely.
  • Ares offers robust benefits including comprehensive medical, dental, and vision plans; a 401(k) program with company match; and various wellness and financial support programs.

Matching Summary

Match Score: 85

Ares Wealth Management Solutions is seeking an Analyst/Associate for their Client Services Specialist role within the Exchange Services team. The position focuses on supporting the AREX platform by coordinating between financial advisors, investors, and internal teams to ensure efficient transaction processing while maintaining high standards of service.

Salary

Base: $65,000 - $85,000; Bonus/Equity: Discretionary performance-based bonus; Benefits: Robust Benefits offerings

Skills & Requirements

Must-have

  • Investor application intake and review
  • Dissemination and tracking of offering materials
  • Coordination of KYC and AML documentation
  • Accurate data entry into internal systems
  • Liaison between internal teams

Nice-to-have

  • Catalyst for shared prosperity
  • Fostering inclusive work environment
  • Solutions-oriented investment opportunities
  • Continuous improvement of processes

Key Requirements

  • Bachelor's degree or equivalent professional experience
  • Minimum of one year client service/operations/transaction support
  • Experience with trust, LLC, partnership, corporate documentation
  • Familiarity with KYC and AML processes
  • Proficiency with Salesforce, Microsoft Word, Adobe Acrobat

Work Rights

Not specified

Tailored Resume

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