CAIS · 1 day ago
Advisor Services Analyst/Associate
New York, NY
Full-time
Hybrid
Entry, Mid Level
$70K/yr - $110K/yr
1+ years expCAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors. The Advisor Services Analyst/Associate role is designed for someone who will provide exceptional client service while identifying and implementing scalable solutions to enhance operational efficiency.
FinanceFinancial ServicesFinTechHedge FundsReal Estate Investment
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
Qualification
Required
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
Flexible, hybrid in-office model
Company
CAIS
CAIS is a financial technology platform that provides independent wealth channels with access to alternative investments.
201-500 employees
H1B Sponsorship
CAIS 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 (3)
2024 (5)
2023 (1)
2022 (3)
Funding
Current Stage
Growth StageTotal Funding
$406MKey Investors
Hamilton LaneReverence Capital PartnersEldridge Industries
2022-06-28Private Equity
2022-04-06Private Equity· $100M
2022-01-11Private Equity· $225M
Leadership Team
Matt Brown
Founder | CEO
Kan Kotecha
CTO
Recent News
2026-01-16
Company data provided by crunchbase