Analyst/Associate, Client Services Specialist, Exchange Services

Job Description

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.

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. AREX is Ares’ real estate exchange solution that allows investors selling appreciated investment real estate to defer capital gains taxes through a 1031 exchange into a diversified portfolio of institutional-quality real estate.
This role is responsible for managing the front end of the AREX transaction lifecycle, including the dissemination and tracking of offering materials, intake and review of investor applications, coordination of required documentation for KYC and AML purposes, and accurate data entry into internal systems. The Analyst/Associate plays a critical role in ensuring transactions are complete, accurate, timely, and ready for a smooth handoff to the AREX Closing Team, while maintaining a high standard of client and advisor service.

• 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

• 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

Reporting Relationships

Compensation

$65,000 - $85,000

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.