Advisor Services Associate (West Coast Team) - Austin

## Responsibilities: 📍Drive successful client outcomes by assisting new and existing clients through active communication by processing client requests, and providing guidance throughout the transaction process (Pre-Trade, Trade, and Post Trade) 📍Serve as the main point of contact to clients to facilitate trades throughout the transaction process by supporting clients with subscription documents, transfers, capital calls, AML/KYC, redemptions, managing fund closings, and attending to other ad hoc requests 📍Become a subject matter expert of the CAIS platform and lead demos for new clients to help them understand the mechanics of the platform 📍Liaise with clients on the user experience of the CAIS platform and partner with the Technology team to enhance the client experience 📍Create and execute new processes to further automate client workflows and ensure a seamless client experience 📍Collaborate cross functionally with various teams at CAIS spanning Legal, Finance, Sales, Operations, and Technology to appropriately respond to inbound requests and questions, and streamline and improve existing processes 📍Additional responsibilities will be determined based on capacity, skill, and interest ## Qualifications: 📍Bachelor’s degree in economics, finance, or a related discipline 📍4+ years of client service or investor relations experience at a fund or financial services firm 📍Strong client service orientation with the ability to manage multiple competing priorities 📍Strong understanding of alternative investments and the wealth management ecosystem 📍Advanced working knowledge of Microsoft Office and CRM programs 📍Exemplary verbal written, and interpersonal communication skills 📍FINRA Registrations Series 7, 63 preferred or required within 6 months of hire **The crypto industry is evolving rapidly, offering new opportunities in blockchain, web3, and remote crypto roles — don’t miss your chance to be part of it.**