Advisor Services Analyst/Associate

CAIS

1 month ago

4.1 on Glassdoor

New York City, NY

Hybrid

Full Time

Medior

4 applicants

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About this role

CAIS is a platform that democratizes access to alternative investments for independent financial advisors. The Advisor Services Analyst/Associate is an early-career client service role based in New York City that supports the company’s mission by working on the Client Service team to improve how advisor interactions and service delivery scale through technology and processes.

Skills

Qualifications

Bachelor’s DegreeFINRA Series 7FINRA Series 63

About CAIS

caisca.org

California Association of Independent Schools (CAIS) is a nonprofit membership organization that supports independent (private) schools across California through accreditation, school improvement, and professional development. It provides leadership and governance training, resources, workshops, and consulting to help schools meet standards and strengthen operations. CAIS also hosts a searchable directory of member schools and a jobs board for recruiting faculty and staff. Schools rely on CAIS for quality assurance, training, and statewide community and networking.