Analyst, US Client Services

Ares Management Corporation • Denver, CO

2d • $60,000 - $80,000

About The Position

The Analyst, US Client Services supports client servicing and transfer agency operations within Ares Wealth Management Solutions’ client services department. The department’s work encompasses Investor/Advisor Services, Transfer Agency Oversight, Onboarding, and Controls and Enablement. The role provides service to existing shareholders and financial advisors, assists with pre-sale operational support and shareholder transaction processing, and may support broader private equity firm operations as needed. This is a non-FINRA-licensed position.

Requirements

• At least 2 years of customer service experience.
• Proven ability and strong desire to work in a fast-paced, entrepreneurial environment.
• Ability to learn and use service provider technology systems.
• Effective communication skills, including the ability to interact with external financial advisor clients and investors.
• Highly organized, conscientious, and dependable approach to work.
• Proficiency in the Microsoft Office suite.

Nice To Haves

• Phone support experience.
• Investment management operations, transfer agent, accounting, and/or fund administration work experience.

Responsibilities

• Provide high-quality shareholder service to existing shareholders and financial advisors by responding to inbound phone and written inquiries, researching and resolving shareholder matters, and making outbound calls as needed.
• Provide pre-sale shareholder operational support.
• Assist with timely and accurate processing of shareholder transactions, including distribution payments, redemptions, statements, and tax reporting.
• Assist in coordinating proxy voting procedures.
• Ensure timely and accurate communication with the affiliated wholesaling broker-dealer.
• Assist with the private equity firm’s broader operations functions as needed.

Benefits

• Comprehensive medical and prescription drug plans.
• Dental and vision plans.
• 401(k) program with company match.
• Flexible Savings Accounts (FSA).
• Healthcare Savings Accounts (HSA) with company contribution.
• Basic and voluntary life insurance.
• Long-term and short-term disability insurance.
• Employee Assistance Program (EAP).
• Commuter benefits for parking and transit.
• Access to a medical advisory team.
• Mental health app with coaching, therapy, and psychiatry.
• Mindfulness and wellbeing app.
• Financial wellness benefit with access to a financial advisor.
• New parent leave.
• Reproductive and adoption assistance.
• Emergency backup care.
• Matching gift program.
• Education sponsorship program.
• Discretionary performance-based bonus may be included in total compensation.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed