Associate, Client Services, Wealth Management Solutions jobs in United States
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Ares Management · 2 weeks ago

Associate, Client Services, Wealth Management Solutions

Ares Management is a leading global alternative asset manager with a strong commitment to fostering a diverse and inclusive work environment. The Associate in the Client Services department will assist with client servicing and transfer agency operations, focusing on enhancing shareholder servicing, supporting transfer agent functions, and streamlining business operations.

Asset ManagementBusiness DevelopmentCreditFinanceFinancial ServicesInsurance
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Contribute to the design and execution of key processing workflows to ensure high-quality shareholder servicing for investors and advisors. Assist in overseeing client service teams handling inbound phone and written inquiries, researching and resolving shareholder-related matters, and making outbound calls as needed
Support third-party transfer agent functions by helping monitor service levels, assisting in workflow coordination between broker-dealer partners, and participating in technical, design, and operational reviews of distributions, redemptions, and purchases
Identify opportunities to streamline business operations through the application of technology
Collaborate with Ares Wealth Management Solutions and the introducing broker-dealer’s management team to enhance wholesaler operational education, improve processes, and contribute to optimizing the advisor and home office operational experience
Support the development and implementation of training and onboarding initiatives to ensure a seamless integration of new team members and enhance operational efficiency

Qualification

Investor servicingTransfer agency operationsService provider technologyMicrosoft programsEffective communicationOrganizational skills

Required

3+ years of investor servicing in Alternative Investments either with financial intermediaries, transfer agents, or product sponsors
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
Proficient in Microsoft programs

Preferred

FINRA license is not required but welcome

Benefits

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)
Commuter Benefits plan for parking and transit
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

Company

Ares Management

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Ares Management is an alternative asset manager focusing on credit, private equity, and real estate.

H1B Sponsorship

Ares Management has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2023 (1)

Funding

Current Stage
Public Company
Total Funding
$5.4B
2025-10-29Post Ipo Equity· $1.5B
2025-01-09Post Ipo Equity· $2.3B
2024-10-09Post Ipo Debt· $750M

Leadership Team

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Michael Arougheti
Director, Co-Founder & Current CEO
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Antony Ressler
Co-Founder, Director and Executive Chairman
Company data provided by crunchbase