AREX Client Services Analyst: Real Estate Exchange

Ares Management Corporation; Denver (CO); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Comprehensive Medical/Rx, Dental and V

401(k) program with company match

Flexible Savings Accounts (FSA)

Health Savings Accounts (HSA) with

Life Insurance (LTD/STD)

Employee Assistance Program (EAP)

Commuter Benefits plan for parking and

Job summary

Ares Wealth Management Solutions (AWMS) is expanding its AREX Client Services team in Denver to support the real estate exchange platform. The Analyst/Associate collaborates with financial advisors, investors, product specialists, loan underwriting, and the AREX Closing Team to ensure timely, accurate processing of transactions.

The role manages the front end of the AREX lifecycle, disseminating materials, reviewing applications, collecting KYC/AML documents, and entering data into internal

Qualifications

• Bachelor’s degree or equivalent professional experience required.
• Minimum of one year of experience in a client service, operations, or transaction support role, preferably within financial services, real estate, or investment management.
• Experience working with high-net-worth clients and managing detailed documentation and workflows.
• Familiarity with trust, LLC, partnership, and corporate entity documentation.
• Working knowledge of real estate transactions, applications, and related documentation.

Responsibilities

• Disseminate and track offering and marketing materials for financial advisors and their clients.
• Serve as a primary contact for financial advisors and their clients during the application phase, providing guidance on required documentation, timelines, and the overall AREX investment process.
• Receive, review, and track investor and loan applications to ensure completeness, accuracy, and compliance with internal standards.
• Gather, review, and organize trust, LLC, partnership, and corporate documentation for KYC and AML review.
• Enter and maintain accurate investor and transaction data in internal systems, including Salesforce.
• Track key dates, deadlines, and milestones throughout the application and pre-closing process.
• Act as a liaison between AREX Product Specialists, the Client Services team, loan underwriting, and the AREX Closing Team to ensure a seamless and efficient transfer of transactions.
• Communicate proactively with financial advisors, investors, sales, and internal stakeholders regarding application status, outstanding items, and next steps.
• Assist with AREX investor account maintenance requests in coordination with the broader Client Services team.
• Contribute to continuous improvement of internal processes, systems, and tracking tools to enhance efficiency, accuracy, and client experience.

Skills

Client service

Operations

KYC/AML

Communication

Attention to detail

Salesforce

Microsoft Word

Adobe Acrobat

Real estate transactions

Teamwork

Education

Bachelor’s degree or equivalent

Tools

Salesforce

Microsoft Word

Adobe Acrobat

Job description

Ares Wealth Management Solutions (AWMS) is expanding its AREX Client Services team in Denver to support the real estate exchange platform. The Analyst/Associate collaborates with financial advisors, investors, product specialists, loan underwriting, and the AREX Closing Team to ensure timely, accurate processing of transactions.

The role manages the front end of the AREX lifecycle, disseminating materials, reviewing applications, collecting KYC/AML documents, and entering data into internal