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About the Role

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. This role manages the front end of the AREX transaction lifecycle, ensuring transactions are complete, accurate, and timely while maintaining high client and advisor service standards.

Responsibilities

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.

Requirements

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.

Skills

Salesforce
Microsoft Word
Adobe Acrobat
KYC
AML

Experience Level

Minimum of one year of experience

Education Level

Bachelor’s degree or equivalent professional experience

Salary/Compensations

$65,000 - $80,000

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 for parking and transit
Access to a world-class medical advisory team
Mental health app that includes coaching, therapy and psychiatry
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

About the Company

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.