Client Service Associate

| Greater LA Area

CAIS is building the first truly open marketplace for alternative investments, where advisors and managers can engage and transact directly on a massive scale. Our team is comprised of go-getters who tackle unique and exciting challenges daily, take ownership and pride in their work, and recognize that success is a team sport. Consider a career with CAIS and take a step into the future of wealth management.

CAIS is seeking an Associate to join the Client Service team in the Los Angeles office. This is a middle office, client-facing role. Successful candidates will have at least two years of client service or investor relations experience at a fund or financial services firm.

Primary Objectives

  • Work alongside the Alternative Investments (AI) team to manage monthly sales pipeline
  • Assist clients in processing subscriptions, transfers, and redemptions
  • Collaborate with legal personnel to ensure investors are compliant with required regulations such as AML/KYC and FATCA/CRS
  • Perform educational demos to onboard clients
  • Manage and nurture relationships with new and existing clients
  • Gain in-depth understanding of product offerings to support the AI team
  • Assist in the development of new processes to further automate workflows
  • Partner with the technology team to implement enhancements that support client growth
  • Coordinate internally (Legal, Finance, Product, Operations, and Technology teams) to appropriately respond to inbound requests and questions
  • Additional responsibilities will be determined based on capacity, skill, and interest


  • Bachelor’s degree in economics, finance, or a related discipline
  • Experience in Private Equity (PE) strongly preferred
  • FINRA Registrations Series 7, 63 required within 3 months of employment
  • Advanced working knowledge of Microsoft Office and CRM programs
  • Strong client service orientation with the ability to manage multiple, competing priorities
  • Exemplary oral, written and interpersonal communication skills
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Technology we use

  • Engineering
    • JavaLanguages
    • JavascriptLanguages
    • jQueryLibraries
    • jQuery UILibraries
    • Twitter BootstrapLibraries
    • AngularJSFrameworks
    • Backbone.jsFrameworks
    • Ember.jsFrameworks
    • MySQLDatabases


9777 Wilshire Blvd. Suite #460, Los Angeles, CA 90212

What are CAIS Perks + Benefits

CAIS Benefits Overview

CAIS offers highly subsdized health care (almost free!), free vision and dental insurance, $15/day lunch allowance, $100 towards an Equinox membership, and a 401k plan plus 4% match.

Friends outside of work
Eat lunch together
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Acme employees can contribute up to $2700 annually to their FSA.
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Wellness Programs
Retirement & Stock Options Benefits
401(K) Matching
Child Care & Parental Leave Benefits
Generous Parental Leave
Family Medical Leave
Employees who have been with the company for 12 months are eligible for 12 weeks of family medical leave.
Vacation & Time Off Benefits
Generous PTO
Acme Co. employees receive between 15 and 20 days per year of paid time off based on years of service.
Paid Holidays
Paid Sick Days
Employees receive 50 hours per year of paid sick leave.
Perks & Discounts
Commuter Benefits
CAIS offers pre-tax commuter benefits for all employees.
Company Outings
At a minimum, CAIS hosts a firm-wide Summer Offsite Party and a Winter Holiday Party every year.
Free Daily Meals
We provide a Seamless lunch allowance of $15/day.
Stocked Kitchen
CAIS has a fully stocked kitchen including unlimited snacks, coffee, tea and a slew of cereal, nuts, and candy.
Happy Hours
We host "Third Thursdays" Happy Hours at our office with beer, music, and poker.
Relocation Assistance
Fitness Subsidies
CAIS reimburses its employees $100 per month for Equinox memberships.
Professional Development Benefits
Promote from within
Continuing Education stipend
Online course subscriptions available
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