AWMS provides advisors and clients access to innovative investment opportunities across credit, private equity, real estate, and secondaries strategies
Job Summary
AWMS provides advisors and clients access to innovative investment opportunities across credit, private equity, real estate, and secondaries strategies.
The role supports the AREX platform by managing the front end of the transaction lifecycle, ensuring accuracy, timeliness, and smooth handoff to closing teams.
Ares offers a comprehensive benefits package including medical, dental, vision, 401(k) with company match, mental health support, financial wellness, and more.
Matching Summary
AWMS provides advisors and clients access to innovative investment opportunities across credit, private equity, real estate, and secondaries strategies.
Salary
Base: $65,000 - $85,000; Bonus/Equity: Discretionary performance-based bonus; Benefits: Comprehensive medical, dental, vision, 401(k), and more
Skills & Requirements
Must-have
Client service and transaction support
Real estate transaction knowledge
KYC and AML documentation handling
Salesforce data entry and tracking
Coordination with financial advisors
Nice-to-have
Experience with high-net-worth clients
Strong organizational and time management skills
Collaborative team player
Excellent verbal and written communication
Process improvement contribution
Key Requirements
Bachelor’s degree or equivalent experience
Minimum one year client service or operations experience
Familiarity with trust, LLC, partnership documentation
Experience with KYC and AML processes preferred
Proficiency with Salesforce, Microsoft Word, Adobe Acrobat