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Analyst, Client Services

2 months ago

Denver, United States Ares Management Full time
Over the last 20 years, Ares' success has been driven by our people and our culture. Today, our team is guided by our core values - Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy - and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.

Job Description

About Ares Wealth Management Solutions (AWMS)

Ares Wealth Management Solutions (AWMS) oversees the product development, distribution, marketing, and client management activities of investment offerings for the global wealth management channel. With a team of more than 90 professionals and backed by the power and scale of the Ares platform, AWMS represents one of the most resourced wealth distribution and client service teams in the alternatives industry. AWMS' mission is to provide advisors and their clients access to innovative, solutions-oriented investment opportunities, across the Ares platform of industry leading credit, private equity, real estate, and secondaries strategies. Through our range of institutional and retail structures, coupled with excellent client service and educational resources, we help investors diversify their portfolios with private market solutions that can deliver consistent, long-term growth.

Position Summary

This position is responsible for supporting the shareholder relations and transfer agency operating functions for Ares sponsored Alternative Investment Solutions distributed by Ares Wealth Management Solutions which includes non-traded REITs, non-traded BDCs, interval/tender offer funds and private funds across investment strategies including real estate, private credit and private equity. Successful candidates will have the opportunity to service shareholders and financial advisors representing approximately $12.9 billion of capital raised from institutional and individual investors.

Essential Job Duties
Client Services:
  • Provide high-quality shareholder servicing to our existing stockholder and financial advisor base including but not limited to answering inbound phone and written inquiries, researching, and resolving shareholder related matters and making outbound calls as needed
  • Provide pre-sale shareholder operational support
  • Assist in the execution of timely and accurate processing of shareholder transactions including distribution payments, redemptions, statements, and tax reporting
  • Assist in the coordination of proxy voting procedures
  • Ensure timely and accurate communication with affiliated wholesaling broker-dealer
Other Functions:
  • On an as needed basis, assist with the private equity firm's broader operations functions
Required Knowledge, Skills & Abilities
  • 2+ years of customer service experience required; phone support experience preferred.
  • Proven ability and strong desire to work in a fast-paced, entrepreneurial environment required.
  • Ability to learn and utilize service provider technology systems required.
  • Effective communication skills required, including ability to interact with external financial advisor clients and investors.
  • Highly organized, with a conscientious approach to work and dependability required.
  • Investment management operations, transfer agent, accounting and/or fund administration work experience is beneficial.
  • Proficient in the Microsoft Office suite.
  • Role is a non-FINRA licensed position.


Reporting Relationships
Senior Associate, Shareholder Operations Project Management

Compensation

The anticipated rate for this position is listed below. Total compensation may also include a discretionary performance-based bonus.

$26.44 - $31.25/hour

The firm also offers robust Benefits offerings. Ares U.S. Core Benefits include Comprehensive Medical/Rx, 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 Disability (LTD) and Short-Term Disability (STD) insurance; Employee Assistance Program (EAP), and Commuter Benefits plan for parking and transit.

Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more.

There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.