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About the Role

This position supports client servicing and transfer agency operations within the AWMS client services department, focusing on investor and advisor services, transfer agency oversight, onboarding, and controls and enablement.

Responsibilities

• Provide high-quality shareholder servicing to stockholders and financial advisors.
• Answer inbound phone and written inquiries and resolve shareholder matters.
• Conduct outbound calls as needed.
• Provide pre-sale shareholder operational support.
• Process shareholder transactions including distributions, redemptions, statements, and tax reporting.
• Coordinate proxy voting procedures.
• Communicate with affiliated wholesaling broker-dealers.
• Assist with broader operations functions for the private equity firm as needed.

Requirements

• 2+ years of customer service experience.
• Ability to work in a fast-paced, entrepreneurial environment.
• Ability to learn and utilize service provider technology systems.
• Effective communication skills for interacting with financial advisors and investors.
• Highly organized, conscientious, and dependable.
• Non-FINRA licensed position.

Skills

• Phone support
• Microsoft Office suite
• Investment management operations
• Transfer agent operations
• Fund administration
• Accounting

Work Type

• Full-time

Experience Level

• 2+ years of experience

Salary/Compensations

• $65,000 - $75,000
• Discretionary performance-based bonus

Benefits

• 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
• Access to a world-class medical advisory team
• Mental health app with coaching, therapy, and psychiatry
• Mindfulness and wellbeing app
• Financial wellness benefit with access to a financial advisor
• New parent leave
• Reproductive and adoption assistance
• Emergency backup care
• Matching gift program
• Education sponsorship program

About the Company

• Ares Management Corporation is a leading global alternative investment manager.
• Operates across credit, real estate, private equity, and infrastructure asset classes.
• AWMS oversees product development, distribution, marketing, and client management for the global wealth management channel.

Equal Opportunity

• Committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers.