Jobs
>
Denver

    Analyst, Client Services - Denver, United States - Ares Management

    Ares Management
    Ares Management Denver, United States

    3 weeks ago

    Default job background
    Description
    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.

    Job Description

    About Ares Wealth Management Solutions (AWMS)
    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 the Ares platform of 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 that can deliver consistent, long-term growth.

    Position Summary

    This position is responsible for supporting the Ares Wealth Management Solutions (AWMS) Client Services team through data management and analytics, as well as technology initiatives for AWMS sponsored products. Successful candidates will have the opportunity to ensure data integrity throughout critical processing cycles, be a point of contact to the broader Client Services team for data requests, and collaborate on ways to streamline existing processes.

    Essential Job Duties:
    • Coordinate monthly performance data publication with IT
    • Lead the validation efforts of reoccurring processes such as purchases, distributions, commissions, and redemptions, resolve data discrepancies with Ares IT and/or the Transfer Agent, and act as liaison between client service and data teams.
    • Assist with year end tax processes, validate accuracy of data reported by Transfer Agent, help assure tax form delivery, and be resource to AWMS Client Service team on tax related questions
    • Facilitate AUM, DDQ, and other data requests from other AWMS teams.
    • Identify areas of the business which could be improved and streamlined through the application of technology.
    Required Knowledge, Skills & Abilities:
    • Position requires a Bachelor's degree; a concentration in data analysis, finance or economics preferred.
    • Advanced knowledge of Microsoft Excel.
    • Experience with data management tools such as Tableau, Alteryx, and Salesforce is a plus.
    • Proven ability and strong desire to work in a fast-paced, entrepreneurial environment required.
    • Ability to learn and utilize service provider technology systems and effective communication skills required to carry out data validation responsibilities.
    • Highly organized, with a conscientious approach to work and dependability required.
    • Role is a Non-FINRA licensed position.
    Reporting Relationships
    Associate Vice President, Shareholder Operations Project Management

    Compensation

    The anticipated rate for this position is listed below. Total compensation may also include a discretionary performance-based bonus.

    $55,000 - $75,000

    The firm also offers robust Benefits offerings. Ares U.S. Core Benefits include 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), and Commuter Benefits plan for parking and transit.

    Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a 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, and much more.

    There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.
  • Quad

    Client Services Coordinator

    3 weeks ago

    Quad Commerce, United States

    As a global marketing experience company, Quad's goal is to help our clients win every day. We use our data-driven integrated marketing and manufacturing platform to streamline solutions for our clients, reduce friction and enhance their marketing spend effectiveness. We've built ...

  • Ares Management Corporation

    Analyst, Client Services

    3 days ago

    Ares Management Corporation Denver, United States Full time

    Description · About Ares Wealth Management Solutions (AWMS) · 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 ...

  • RCA Partners inc

    Client Service Associate

    3 weeks ago

    RCA Partners inc Westminster, United States

    At **RCA Partners** you'll have the opportunity to make a massive impression at one of the world's leading Business Consulting firms. From the second you step through our doors, you'll perform meaningful work you're passionate about, with the support and resources necessary to su ...

  • Moneta Group

    Client Service Manager

    2 weeks ago

    Moneta Group Denver, United States

    Moneta is actively seeking Client Service Managers to join our Denver, Colorado financial advisory team office. In this role, you will develop and build relationships with our clients through frequent interaction, providing dedicated service to meet Service Manager, Client Servic ...

  • MGA Homecare

    Client Service Manager

    3 weeks ago

    MGA Homecare Denver, United States

    Job Description · Job DescriptionCompany Description · MGA Homecare has been providing Private Duty Nursing, Skilled Nursing Visits, Occupational Therapy, Physical Therapy, and Speech Therapy services within the home and community-based setting for over a decade. In 2022 MGA has ...

  • QUICK HOLDINGS LLC

    Client Services Administrator

    4 weeks ago

    QUICK HOLDINGS LLC Denver, United States

    Quick Box Fulfillment is looking for a Client Services Administrator to help with day to day tasks within the Client Services team. The Client Services team is responsible for all communications to the Quick Box client base. As part of the team you will be responsible for communi ...

  • Moneta Corporation

    Client Service Manager

    1 week ago

    Moneta Corporation Denver, United States

    Job Description · The Client Services Manager (CSM) is responsible for developing and managing relationships with assigned clients and field staff to more quickly resolve challenges and address concerns. The CSM oversees all non-clinical aspects of the provision of care that inc ...

  • Digible

    VP of Client Services

    2 weeks ago

    Digible Denver, United States

    Job Description · Job DescriptionIMPORTANT: Please be aware that scammers may try to impersonate Digible by reaching out regarding job opportunities. All correspondence will come from the email domain, and we will never ask you for bank account information, checks, or other sens ...

  • Core Ventures LLC

    Client Service Support

    2 weeks ago

    Core Ventures LLC Denver, United States

    The Company: · We value your story, how you got here, and where you are going. We work diligently to build and maintain the appropriate structures, tools, and support for every client's uniquely evolving financial universe, and we have a story of our own. We founded IWP in 2005 ...

  • Pacific Premier Bank

    Client Services Specialist

    1 week ago

    Pacific Premier Bank Denver, United States

    The Client Service Specialist answers questions regarding investments in private equity, real estate, private debt, and more. Effectively handles client inquiries by researching and analyzing complex issues. Adheres strictly to trust regulations and security standards including t ...

  • Pacific Premier Bank

    Client Services Specialist

    20 hours ago

    Pacific Premier Bank Denver, United States

    The Client Service Specialist answers questions regarding investments in private equity, real estate, private debt, and more. Effectively handles client inquiries by researching and analyzing complex issues. Adheres strictly to trust regulations and security standards including t ...

  • Public Trust Advisors

    Client Services Associate

    1 week ago

    Public Trust Advisors Denver, United States

    Job Description · Job DescriptionSalary: $55,000 - $60,000 /yr (DOE) · Public Trust Advisors is looking for a Client Services Associate to join our Client Services Team in Denver, Colorado. Founded in 2011, Public Trust is a client-focused, independent investment advisor that spe ...

  • Moneta

    Client Service Manager

    2 days ago

    Moneta Denver, United States

    Job Description · Job DescriptionCompany Description · Moneta is an independent Registered Investment Advisor (RIA) focused on going further for our clients. We are one firm with many solutions, and we provide a full spectrum of financial advisory services, but our true purpose i ...

  • Moneta Corporation

    Client Service Manager

    1 week ago

    Moneta Corporation Denver, United States

    Company Description · Moneta is an independent Registered Investment Advisor (RIA) focused on going further for our clients. We are one firm with many solutions, and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relations ...

  • Apollon Wealth Management

    Client Service Associate

    3 weeks ago

    Apollon Wealth Management Denver, United States

    Job Description · Job DescriptionClient Service Associate · Reports to: Director of Operations · Status: Exempt · Work Arrangement: Hybrid Role · We are seeking a dedicated and proactive Client Service Associate to join our esteemed wealth management team. The ideal candidate w ...

  • Digible

    Client Services Manager

    2 weeks ago

    Digible Denver, United States

    Job Description · Job DescriptionIMPORTANT: Please be aware that scammers may try to impersonate Digible by reaching out regarding job opportunities. All correspondence will come from the email domain, and we will never ask you for bank account information, checks, or other sens ...

  • VCA Animal Hospitals

    Client Service Representative

    3 minutes ago

    VCA Animal Hospitals Denver, United States

    We are seeking a Client Service Representative, CSR, to join our busy Emergency Department. Two years experience in assisting customers in a fast-paced emergency setting is preferred, but we are willing to train the right candidate. · As a member of VCA Alameda East CSR Team, yo ...

  • Banfield

    Client Service Coordinator

    1 week ago

    Banfield Denver, United States

    Client Service Coordinator · SUMMARY OF JOB PURPOSE AND FUNCTION:The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good comm ...

  • Moneta Corporation

    Client Service Manager

    2 weeks ago

    Moneta Corporation Denver, United States

    Company Description · Moneta is one of the nation's largest independent Registered Investment Advisors (RIAs) now partnering with financial advisors who want to enhance their client service by completely reframing what it means to be an independent entrepreneur. You don't have t ...

  • Broadridge Financial Solutions , Inc.

    Client Service Specialist

    2 weeks ago

    Broadridge Financial Solutions , Inc. Denver, United States

    At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If youre passionate about developing your career, while helping others along the way, come join the Broadridge team. · Broadridge is growing We are seeking a contract Client Serv ...