Analyst, Client Services, Wealth Management Solutions

Ares Management

Denver, CO, United States
Base: $60,000 - $75,000; bonus/equity: discretiona...
Investor servicing in alternative investments
Client service team oversight
Transfer agency operations
Ares Wealth Management Solutions provides advisors and clients access to innovative, solutions-oriented investment opportunities across multiple asset strategies

Job Summary

  • Ares Wealth Management Solutions provides advisors and clients access to innovative, solutions-oriented investment opportunities across multiple asset strategies.
  • This role supports client servicing, transfer agency oversight, and data platform solutions to ensure high-quality shareholder servicing and operational efficiency.
  • The firm offers comprehensive benefits including medical, dental, vision, 401(k) with match, disability insurance, mental health resources, financial wellness, and family support programs.

Matching Summary

Ares Wealth Management Solutions provides advisors and clients access to innovative, solutions-oriented investment opportunities across multiple asset strategies.

Salary

Base: $60,000 - $75,000; Bonus/Equity: Discretionary performance-based bonus; Benefits: Robust comprehensive benefits package

Skills & Requirements

Must-have

  • Investor servicing in Alternative Investments
  • Client service team oversight
  • Transfer agency operations
  • Service provider technology systems
  • Microsoft programs proficiency
  • Fast-paced entrepreneurial environment
  • Effective communication skills

Nice-to-have

  • Collaborative and inclusive culture
  • Operational process improvement
  • Training and onboarding support
  • Conscientious and dependable work approach
  • Ability to interact with financial advisors

Key Requirements

  • 3+ years investor servicing experience
  • Experience with financial intermediaries or product sponsors
  • Ability to learn service provider systems
  • Effective external communication skills
  • Proficient in Microsoft programs
  • FINRA license not required but welcome

Work Rights

Not specified

Tailored Resume

Cover Letter