US Client Services, Exchange Services, Analyst

Ares Management Corporation; New York (NY); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Comprehensive Medical/Rx

Dental and Vision plans

401(k) with company match

FSA/HSA options

Job summary

Ares Management Corporation is seeking an Analyst/Associate for AREX Client Services in New York. This role coordinates between financial advisors, investors, product specialists, and the AREX Closing Team to ensure timely, compliant transactions.

You will manage applications, KYC/AML requirements, and data entry while upholding service standards. You will support the front end of the AREX lifecycle, track milestones, and communicate status to stakeholders.

Qualifications

• Bachelor’s degree or equivalent professional experience required.
• Minimum of one year in a client service, operations, or transaction support role in financial services, real estate, or investment management.
• Familiarity with trust, LLC, partnership, and corporate entity documentation.
• Working knowledge of real estate transactions, applications, and related documentation.
• Experience with KYC and AML processes is preferred.
• Strong attention to detail with excellent organizational and time management skills.
• Professional verbal and written communication skills; able to interact confidently with advisors and clients.
• Ability to learn quickly and adhere to company policies, procedures, and regulatory requirements.
• Ability to work both independently and in a collaborative team.

Responsibilities

• Disseminate and track offering and marketing materials for financial advisors and their clients.
• Guide advisors through the application phase and required documentation.
• Receive, review, and track investor and loan applications for completeness and compliance.
• Gather, review, and organize trust, LLC, partnership, and corporate documentation for KYC/AML.
• Enter and maintain accurate investor and transaction data in Salesforce and internal systems.
• Track key dates, deadlines, and milestones throughout the application and pre-closing process.
• Act as a liaison between AREX Product Specialists, Client Services, loan underwriting, and the AREX Closing Team.
• Communicate proactively with financial advisors, investors, sales, and internal stakeholders regarding status and next steps.
• Assist with AREX investor account maintenance requests with the broader Client Services team.
• Contribute to process improvements in internal tools and workflows.

Skills

Client service

KYC & AML

Documentation

Salesforce

Attention to detail

Communication

Team collaboration

Real estate transactions

Education

Bachelor’s degree or equivalent

Tools

Salesforce

Microsoft Word

Adobe Acrobat

Job description

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.

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 90 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 Ares’ industry-leading credit, private equity, real estate, 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 designed to deliver consistent, long-term growth.

Position Summary

The Analyst/Associate, AREX Client Services (CSS) supports the Ares Real Estate Exchange (AREX) platform by serving as a key point of coordination between financial advisors, investors, product specialists, loan underwriting, and the AREX Closing Team. AREX is Ares’ real estate exchange solution that allows investors selling appreciated investment real estate to defer capital gains taxes through a 1031 exchange into a diversified portfolio of institutional-quality real estate. This role is responsible for managing the front end of the AREX transaction lifecycle, including the dissemination and tracking of offering materials, intake and review of investor applications, coordination of required documentation for KYC and AML purposes, and accurate data entry into internal systems. The Analyst/Associate plays a critical role in ensuring transactions are complete, accurate, timely, and ready for a smooth handoff to the AREX Closing Team, while maintaining a high standard of client and advisor service.

Essential Job Duties

• Support the AREX Product Specialists and Sales teams by disseminating and tracking 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

Required Knowledge, Skills and Abilities

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


• Experience with KYC and AML processes is preferred


• Strong attention to detail with excellent organizational and time management skills


• Professional verbal and written communication skills, with the ability to interact confidently with advisors and clients


• Ability to learn quickly and adhere to company policies, procedures, and regulatory requirements


• Ability to work effectively both independently and as part of a collaborative team


• Proficiency with Salesforce, Microsoft Word, and Adobe Acrobat

Reporting Relationships

Vice President, Client Services

Compensation

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

$65,000 - $80,000

Benefits

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), and Commuter Benefits plan for parking and transit.

• 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.

About Ares Management Corporation

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 June 30, 2026, Ares Management's global platform had approximately $671 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. Ares Management LLC (together with its related operating and administrative subsidiaries, “Ares Management”) is an Equal Employment Opportunity employer and considers all applicants for employment without regard to race, color, religion, ethnicity, creed, sex, age, national origin, alienage or citizenship status, disability, medical condition, pregnancy, marital status, partnership status, sexual orientation, status regarding public assistance, military or veteran status, domestic violence victim status, gender identity and expression, transgender status, genetic information, status as unemployed, political affiliation or any other characteristic protected by federal, state or local law. Ares Management will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Fair Chance Initiative for Hiring Ordinance. (1) As of June 30, 2026. AUM amounts include funds managed by Ivy Hill Asset Management, LP., a wholly owned portfolio company of Ares Capital Corporation and registered investment adviser.