Client Service - All Levels

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May 28

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CAIS

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Finance • Fintech • SaaS

CAIS is a leading platform that facilitates access to alternative investments and structured notes for financial advisors and asset managers. Founded in 2009, CAIS aims to level the playing field by making these complex investment vehicles more accessible and efficient for independent financial advisors. Their platform connects advisors with alternative asset managers and bank issuers, helping to grow and diversify investor bases within the wealth management ecosystem. CAIS also provides technology infrastructure for an end-to-end customizable experience, serving over 2,000 wealth management firms with access to trillions in end-client assets. The company is known for integrating world-class technology with client experience to transform the alternative investing landscape.

51 - 200 employees

Founded 2009

💸 Finance

💳 Fintech

☁️ SaaS

💰 Private Equity Round on 2022-06

📋 Description

• Deliver Exceptional Service: Act as the first point of contact for our clients. • Transaction Support: Assist clients by processing service requests, reviewing documentation. • Client Relationship Management: Develop and maintain trusted relationships with new and existing clients. • Platform Expertise: Become a subject matter expert on the CAIS platform. • Cross-Functional Collaboration: Work closely with internal teams to coordinate responses to client needs. • Process Improvement: Identify opportunities to enhance the client experience. • Feedback Loop: Provide client feedback to internal stakeholders.

🎯 Requirements

• Bachelor’s degree in finance, economics, business, or a related field • Demonstrated success in client service, investor relations, operations, or wealth/asset management • Deep understanding of alternative investments and the broader wealth management landscape • Exceptional interpersonal, verbal, and written communication skills • Comfort navigating CRM tools and platforms (e.g., Salesforce), and proficiency in Microsoft Office Suite • FINRA Series 7 and 63 preferred or required within 6 months of hire

🏖️ Benefits

• CAIS offers a comprehensive benefits package that includes 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; for most roles, we do not require a minimum number of days in office per week.