Client Service Enterprise Associate

CAIS is building the first truly open marketplace for alternative investments, where financial advisors and asset managers can engage and transact directly on a massive scale.  CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes, allowing them to capitalize on opportunities and/or withstand ever-changing markets. Additionally, CAIS provides an industry leading learning system, CAIS IQ, that helps advisors learn faster, remember longer and improve client outcomes.

We are seeking a driven, hard-working Associate to join the Client Service Enterprise team to help service the company’s rapidly growing client base. A successful candidate will be a highly collaborative team player who is eager to provide a white-glove service. This individual will work cross-functionally with multiple CAIS teams to streamline and improve existing processes. This is a fantastic opportunity for someone looking to assist clients directly and to work in an entrepreneurial environment that offers autonomy and ample room for growth. If this sounds like you, please submit your application to caisgroup.com/careers. This role is open in every CAIS office: New York, Austin, San Francisco and LA.

Responsibilities

• Assist team with building and maintaining relationships with National and Regional Enterprise accounts
• Drive successful client outcomes by assisting enterprise clients throughout the transaction process (including subscriptions, transfers, and redemptions) and managing fund closings
• Develop expertise on the CAIS platform, custom solutions, and all CAIS investment products
• Liaise with Enterprise, Marketing, Research, and Product regarding new fund launch details and CAIS platform enhancements
• Maintain, circulate, and file detailed notes including next steps/follow-ups during client calls
• Build excellent working relationships across multiple lines of business and corporate functions including Enterprise, Research, Marketing, Product Specialists, Operations, and Technology to enhance client experience
• Develop new processes to further automate client workflows and create a seamless experience
• Additional responsibilities will be determined based on capacity, skill, and interest

Qualifications

• Bachelor’s degree in economics, finance, or a related discipline
• 2+ years of client service, product management or investment operations experience at a fund or financial services firm
• Experience in alternative investments preferred
• Strong client service orientation with the ability to manage multiple competing priorities
• Advanced working knowledge of Microsoft Office and CRM programs
• Exemplary oral, written, and interpersonal communication skills
• FINRA Registrations Series 7, 63 encouraged