Advisor Services Associate - New York
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About The Position
CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. 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. CAIS also delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience. CAIS supports over 50,000 advisors who oversee more than $6 trillion in network assets. We are seeking a driven and personable Advisor Services Associate to join the growing Client Service 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 white glove service, while building and nurturing relationships with new and existing clients. They thrive in fast paced environments, have exceptional attention to detail, and are service-oriented collaborators. 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. NOTE: This role must be willing to work West Coast hours.
