Senior Associate, US Client Services

Ares Management; New York (NY); On-site; USD 100,000 - 1,300,000; Full time

Benefits offered by this job

Comprehensive medical/dental/vision

401(k) with company match

FSA/HSA with company contributions

Life and disability insurance

Employee assistance program

Commuter benefits

Job summary

Located in New York, Ares Management seeks an experienced Client Services professional in its AWMS unit to support investor servicing and complex transfer agency workflows. You will work with institutional and offshore clients, handle onboarding, and ensure high-quality shareholder servicing for investors and advisors.

The role prioritizes collaboration across the AWMS platform, with responsibilities including process documentation, partner coordination, and performance monitoring to optimize

Qualifications

• 7+ years of investor servicing experience in Alternative Investments or with transfer agents/product sponsors.
• 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 with a conscientious approach to work and dependability.

Responsibilities

• Contribute to the design and execution of processing workflows for high-quality shareholder servicing.
• Oversee inbound inquiries, research shareholder issues, and make outbound calls as needed.
• Support transfer agent functions by monitoring service levels and coordinating between broker-dealer partners.
• Lead through expertise and collaboration to support team development and cross-functional partnerships within a distributed team.
• Document repeatable procedures and training materials for new hires and cross-functional partners.

Skills

Investor servicing

Transfer agency experience

Microsoft Office

Communication skills

Organizational skills

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

Company 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. Support specialized institutional, offshore, tender, and complex transfer agency workflows, including responsibilities currently handled by senior Client Services team members across operational exception management, partner coordination, and process documentation.

Primary Functions & 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.


• Acts as a leader through expertise, collaboration, and a team-first mindset. Serves as a resource to peers, actively supports team development, and approaches all responsibilities with a willingness to contribute wherever needed. Communicates effectively across virtual and in-person settings to foster strong partnerships and seamless collaboration within a geographically distributed team


• 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.


• Support complex transfer agency exception resolution, including pending purchases, trade cancellations, re-registrations, intermediary set ups, check stop-and-reissue requests, manual wires, foreign wire instructions, CIP review items, and open problem-item follow-up with the transfer agent.


• Coordinate with key distribution partners, custodians, and platforms, to validate trade files, dealer mappings, distribution files, subscription submissions, and platform-specific operating requirements.


• Assist in tender offer and periodic liquidity workflows, including playbook preparation, pre-event readiness, tender file reconciliation, DRP versus cash election review, full redeemer validation, missed or late tender escalation, test proration review, live processing support, and post-event issue tracking.


• Maintain and update operational trackers and SharePoint logs for corrections, open items, escalations, and transfer agency service issues; help prepare status updates, root-cause summaries, and follow-up items for internal stakeholders and vendor meetings.


• Help document repeatable procedures and training materials for new hires and cross-functional partners, including call center guidance, transfer agency workflows, offshore/institutional processes, exception handling, and lessons learned from recurring operational issues.

Experience Required

• 7+ 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.


• FINRA license is not required but welcome

Reporting Relationships

Vice President, US Client Services, Wealth Management Solutions

Compensation

The anticipated base salary range for this position is listed below. Total compensation may also include a discretionary performance-based bonus. Note, the range takes into account a broad spectrum of qualifications, including, but not limited to, years of relevant work experience, education, and other relevant qualifications specific to the role.

$100,000 - $130,0000

The firm also offers robust Benefits offerings. Ares U.S. Core Benefits include 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), and 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, and 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.