Job Description
CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors. The Advisor Services Analyst/Associate role involves supporting financial advisors throughout the alternative investment lifecycle, improving service workflows, and collaborating with internal teams to enhance client service delivery. Responsibilities Serve as a primary point of contact for financial advisors and their teams, supporting transactions across the alternative investment lifecycle, including subscriptions, transfers, capital calls, AML/KYC, redemptions, fund closings, and other complex service needs Guide advisors through the CAIS platform with clarity and confidence, with a goal of empowering client autonomy Build trusted relationships by developing a strong understanding of advisor workflows, business models, and operational challenges Act as a subject matter expert on CAIS offerings and platform functionality, including leading demos and participating in onboarding sessions Collaborate with internal teams (Legal, Finance, Sales, Operations, and Technology) to resolve client needs efficiently and improve end-to-end workflows Develop a strong understanding of end-to-end service workflows and systems Identify patterns in inbound service activity and translate recurring client needs and friction points into scalable, system-driven workflows-- leveraging automation, self-service, and CRM platforms (e.g., Salesforce Service Cloud) to improve turnaround times Partner closely with Product, Technology, and Operations teams to design, test, refine and deploy new workflow automations, rules-based processes, and emerging agentic solutions Provide structured feedback and requirements to internal teams based on real client usage, service data, and operational insights Create and maintain clear process documentation, service playbooks, and decision trees to support team consistency and scalability Skills Bachelor's degree in finance, business, economics, operations, technology, or a related field 1-4+ years of experience in a client facing role (client service, client operations, investor relations), or support roles within fintech, financial services, or tech-enabled service organizations Prior experience within Financial Services required; wealth management and/or alternative investments a plus Strong client-facing written and verbal communication skills – you're clear, confident, and comfortable engaging with Advisors and internal partners Curious and proactive mindset with demonstrated experience learning quickly in a fast-paced environment Systems-oriented thinker with the ability to identify patterns, bottlenecks, and root causes – and proactively translate ideas for improving efficiency and consistency into clear operational or technical requirements Hands-on experience with CRM and service platforms (Salesforce Service Cloud preferred); experience supporting or designing workflows, queues, routing logic, and automation rules a plus Experience operating in product- or platform-driven environments where service delivery relies on systems, data, and well-defined processes rather than ad hoc manual work Familiarity with or strong willingness to learn automation concepts (rules-based workflows, low-code/no-code tools, APIs, or agentic workflows); hands-on experience preferred FINRA Series 7 and 63 preferred or required within six months of hire Benefits Generously subsidized healthcare with 100% employer paid dental and vision insurance An employer matched retirement plan Wellness programs Generous PTO and parental leave A flexible, hybrid in-office model Company Overview CAIS is a financial technology platform that provides independent wealth channels with access to alternative investments. It was founded in 2009, and is headquartered in New York, New York, USA, with a workforce of 201-500 employees. Its website is Company H1B Sponsorship CAIS has a track record of offering H1B sponsorships, with 1 in 2026, 3 in 2025, 5 in 2024, 1 in 2023, 3 in 2022. Please note that this does not guarantee sponsorship for this specific role.