Job details

Advisor Services Associate - West Coast

CAIS is pioneering alternative investments education for financial advisors, seeking a driven Advisor Services Associate to enhance client relations and operational efficiency.

Skills

Client service orientation
Understanding of alternative investments
Proficiency in Microsoft Office and CRM programs

Responsibilities

Assist new and existing clients through active communication
Serve as the main point of contact for trades during transaction processes
Lead demos for new clients to demonstrate the CAIS platform
Collaborate with the Technology team to improve client experience
Create new processes to automate client workflows

Education

Bachelor’s degree in economics, finance, or related discipline

Benefits

Market competitive salary
Performance bonus
100% employer paid dental and vision insurance
Employer matched retirement plan
Flexible PTO and generous parental leave

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CAIS Glassdoor Company Review

4.7

CAIS DE&I Review

4.6

CEO of CAIS

Matthew Brown

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By CAIS

CAIS is the premier financial technology platform, providing independent financial advisors with access to top-tier managers of specialized investment products in the multi-trillion dollar independent wealth channel. CAIS offers streamlined execut...

9 jobs

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FUNDING

Beyond Series C

DEPARTMENTS

Customer Support

SENIORITY LEVEL REQUIREMENT

Mid-Level

INDUSTRY

Investment & Asset Management

TEAM SIZE