Associate, Client Services, Wealth Management Solutions

Associate, Client Services, Wealth Management Solutions

Ares Management Corporation (“Ares” or the “Firm”) is a publicly traded, leading global alternative asset manager with approximately $572 billion of assets under management (“AUM”) and about 4,100 employees. We deliver attractive returns across each of our strategies and believe our investment groups are market leaders based on assets under management and investment performance. Our distinct teams invest across a company’s capital structure, from senior debt to common equity.

The Firm was built upon a disciplined investment philosophy that focuses on delivering compelling risk‑adjusted returns throughout market cycles. Our growth to one of the largest alternative asset managers reflects a strong management team, a focus on performance, and a high‑quality investor base, including pension funds, university endowments, sovereign wealth funds, banks and insurance companies.

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 140 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 Associate is responsible for assisting with client servicing and transfer agency operations within the AWMS client services department, which encompasses three key areas:
Investor/Advisor Services, Transfer Agency Oversight, and Data Platform Solutions.

Primary Functions & Responsibilities

• Contribute to the design and execution of key processing workflows to ensure high‑quality shareholder servicing for investors and advisors.
• Assist in overseeing client service teams handling inbound phone and written inquiries, researching and resolving shareholder‑related matters, and making outbound calls as needed.
• Support third‑party transfer agent functions by helping monitor service levels, assisting in workflow coordination between broker‑dealer partners, and participating in technical, design, and operational reviews of distributions, redemptions, and purchases.
• Identify opportunities to streamline business operations through the application of technology.
• Collaborate with Ares Wealth Management Solutions and the introducing broker‑dealer’s management team to enhance wholesaler operational education, improve processes, and contribute to optimizing the advisor and home office operational experience.
• Support the development and implementation of training and onboarding initiatives to ensure a seamless integration of new team members and enhance operational efficiency.

Experience Required

• 3+ years of investor servicing in Alternative Investments either with financial intermediaries, transfer agents, or product sponsors.
• Proven ability and strong desire to work in a fast‑paced, entrepreneurial environment.
• Ability to learn and utilize service provider technology systems.
• Effective communication skills, including ability to interact with external financial advisor clients and investors.
• Highly organized, with a conscientious approach to work and dependability.
• Proficient in Microsoft programs.
• FINRA license is not required but welcome.

Reporting Relationships

Vice President, Shareholder Operations Representative.

Compensation

The anticipated base salary range for this position is $65,000 - $80,000. Total compensation may also include a discretionary performance‑based bonus. Note, the range takes into account a broad spectrum of qualifications, including, but not…