Seeking an Advisor Services Associate to provide white-glove service to clients and support them through the transaction process. Responsibilities include communicating with clients, facilitating trades, leading demos, and collaborating with various teams. Requires 4+ years of client service experience in finance, strong understanding of alternative investments, and excellent communication skills.

The Advisor Services Associate will assist both new and existing clients by processing requests, facilitating trades, and providing guidance throughout the transaction process. The role involves becoming a subject matter expert on the CAIS platform, improving client workflows, and collaborating with teams across the company to enhance the client experience.