Advisor Services Analyst/Associate
CAIS(7 days ago)
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.
Required Skills
- Client Service
- CRM
- Salesforce
- Automation
- Workflow Design
- Process Improvement
- Onboarding
- Communication
- AML/KYC
- Relationship Management
Qualifications
- Bachelor’s Degree
- FINRA Series 7
- FINRA Series 63
About CAIS
caisca.orgCalifornia 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.
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