Advisor Services Analyst/Associate

CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors. The Advisor Services Analyst/Associate will support financial advisors by managing transactions across the alternative investment lifecycle and improving service workflows through automation and collaboration with internal teams.

Responsibilities

• Serve as a primary point of contact for financial advisors and their teams, supporting transactions across the alternative investment lifecycle, including subscriptions, transfers, capital calls, AML/KYC, redemptions, fund closings, and other complex service needs
• Guide advisors through the CAIS platform with clarity and confidence, with a goal of empowering client autonomy
• Build trusted relationships by developing a strong understanding of advisor workflows, business models, and operational challenges
• Act as a subject matter expert on CAIS offerings and platform functionality, including leading demos and participating in onboarding sessions
• Collaborate with internal teams (Legal, Finance, Sales, Operations, and Technology) to resolve client needs efficiently and improve end-to-end workflows
• Develop a strong understanding of end-to-end service workflows and systems
• Identify patterns in inbound service activity and translate recurring client needs and friction points into scalable, system-driven workflows-- leveraging automation, self-service, and CRM platforms (e.g., Salesforce Service Cloud) to improve turnaround times
• Partner closely with Product, Technology, and Operations teams to design, test, refine and deploy new workflow automations, rules-based processes, and emerging agentic solutions
• Provide structured feedback and requirements to internal teams based on real client usage, service data, and operational insights
• Create and maintain clear process documentation, service playbooks, and decision trees to support team consistency and scalability

Skills

• Bachelor's degree in finance, business, economics, operations, technology, or a related field
• 1-4+ years of experience in a client facing role (client service, client operations, investor relations), or support roles within fintech, financial services, or tech-enabled service organizations
• Prior experience within Financial Services required; wealth management and/or alternative investments a plus
• Strong client-facing written and verbal communication skills – you're clear, confident, and comfortable engaging with Advisors and internal partners
• Curious and proactive mindset with demonstrated experience learning quickly in a fast-paced environment
• Systems-oriented thinker with the ability to identify patterns, bottlenecks, and root causes – and proactively translate ideas for improving efficiency and consistency into clear operational or technical requirements
• Hands-on experience with CRM and service platforms (Salesforce Service Cloud preferred); experience supporting or designing workflows, queues, routing logic, and automation rules a plus
• Experience operating in product- or platform-driven environments where service delivery relies on systems, data, and well-defined processes rather than ad hoc manual work
• Familiarity with or strong willingness to learn automation concepts (rules-based workflows, low-code/no-code tools, APIs, or agentic workflows); hands-on experience preferred
• FINRA Series 7 and 63 preferred or required within six months of hire

Benefits

• Generously subsidized healthcare with 100% employer paid dental and vision insurance
• An employer matched retirement plan
• Wellness programs
• Generous PTO and parental leave
• A flexible, hybrid in-office model

Company Overview

Company H1B Sponsorship