US Client Services, Exchange Services, Analyst

Position Summary

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.

Essential Job Duties

• 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
• Aid in 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

Required Knowledge, Skills And Abilities

• 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
• 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
• Proficiency with Salesforce, Microsoft Word, and Adobe Acrobat

Compensation

The anticipated rate for this position is listed below. Total compensation may also include a discretionary performance-based bonus.

• $65,000 - $80,000

Benefits

• Ares U.S. Core Benefits include Comprehensive Medical/Rx, Dental and Vision plans; 401(k) program with company match; Flexible Savings Accounts (FSA); Healthcare Savings Accounts (HSA) with company contribution; Basic and Voluntary Life Insurance; Long-Term Disability (LTD) and Short-Term Disability (STD) insurance; Employee Assistance Program (EAP), and Commuter Benefits plan for parking and transit.
• Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more.