Analyst, US Client Services

aresmgmt

New York (NY)

On-site

USD 65,000 - 85,000

Full time

14 days+

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Benefits offered by this job

Medical coverage
401(k) with company match
Flexible Spending Accounts
HSA with company contribution
Life Insurance
Disability Insurance
Employee Assistance Program
Commuter Benefits
Wellness programs

Job summary

Ares Wealth Management Solutions (AWMS) seeks a client services professional to support investor services, onboarding and transfer agency operations in a fast-paced, entrepreneurial environment in New York.

You'll handle inquiries, process shareholder transactions, assist with proxy coordination, and collaborate with affiliated brokers and internal teams to deliver accurate service and robust controls.

Qualifications

  • 2+ years of customer service experience required; phone support experience preferred.
  • Ability to work in a fast-paced, entrepreneurial environment.
  • Ability to learn and utilize service provider technology systems.
  • Effective communication with external financial advisor clients and investors.
  • Highly organized and dependable.

Responsibilities

  • Provide high-quality shareholder servicing to stockholders and financial advisors, answer inquiries, resolve issues, and make outbound calls as needed.
  • Provide pre-sale shareholder operational support.
  • Assist in timely processing of shareholder transactions, including distributions, redemptions, statements, and tax reporting.
  • Coordinate proxy voting procedures.
  • Ensure timely communication with affiliated broker-dealers.
  • Assist with broader operations functions as needed.

Skills

Customer service
Phone support
Fast-paced
Communication
Time management
MS Office

Tools

Microsoft Office

Job description

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

Ares Management Corporation (NYSE: ARES) is a leading global alternative investment manager offering clients complementary primary and secondary investment solutions across the credit, real estate, private equity and infrastructure asset classes. We seek to provide flexible capital to support businesses and create value for our stakeholders and within our communities. By collaborating across our investment groups, we aim to generate consistent and attractive investment returns throughout market cycles. As of March 31, 2026, Ares Management's global platform had approximately $644 billion of assets under management(1) with more than 4,400 employees operating across North America, South America, Europe, Asia Pacific and the Middle East. For more information, please visit www.aresmgmt.com.

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 150 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, infrastructure 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 assisting with client servicing and transfer agency operations within the AWMS client services department, which encompasses four key areas: Investor/Advisor Services, Transfer Agency Oversight, Onboarding, and Controls and Enablement

Primary Functions & Responsibilities

  • 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
  • On an as needed basis, assist with the private equity firm’s broader operations functions

Experience Required

  • 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

Vice President, US Client Services, Wealth Management Solutions

Compensation

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

$65,000 - $85,000

The firm also offers robust Benefits offerings.

  • 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

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
  • 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.

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