Client Services Assistant Wealth Management Jobs

Job Description

Ares Management Corporation is a leading global alternative investment manager offering clients complementary primary and secondary investment solutions across the credit, private equity, real estate, and infrastructure asset classes. We seek to provide flexible capital to support businesses and create value for our stakeholders and within our communities. By collaborating across our investment groups, we aim to generate consistent and attractive investment returns throughout market cycles. As of May 31, 2026, Ares Management's global platform had approximately $644 billion of assets under management with more than 3,200 employees operating across North America, Europe, Asia Pacific and the Middle East. For more information, please visit www.aresmgmt.com.

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 role is a blended Client Services Operations and Data Analyst position within Ares Wealth Management Solutions (AWMS). The position supports the AWMS Client Services department across investor servicing, transfer agency oversight, and data operations, with a strong emphasis on data integrity, workflow coordination, and crossfunctional execution.

The individual will serve as both an operational coordinator and a data-focused resource-helping manage complex, overlapping processing cycles (subscriptions, redemptions, distributions, commissions, and tax reporting), while also validating data, responding to internal data requests, and identifying opportunities to improve processes through technology and automation. This role requires strong organizational skills, analytical capability, and comfort operating in a fastpaced, highly collaborative environment.

Primary Functions & Responsibilities

Operations & Project Coordination

• Develop, implement, and maintain workflow management tools to track recurring processes, deadlines, and ad hoc initiatives across the AWMS Client Services team.
• Coordinate critical operational timelines, including subscriptions, redemptions, distributions, commissions, and reporting cycles.
• Serve as a central point of contact for internal stakeholders and external vendors (e.g., transfer agents, technology providers, brokerdealers), ensuring timely communication and issue resolution.
• Organize and facilitate recurring team meetings, status reporting, and documentation to promote transparency and execution discipline.

Data Management & Analytics

• Lead or support validation of recurring data processes, including purchases, redemptions, distributions, and commissions; identify and resolve discrepancies in partnership with internal teams and external vendors.
• Serve as a point of contact for internal data requests such as AUM reporting, DDQs, and ad hoc analytics.
• Ensure data integrity throughout key reporting cycles and act as a liaison between Client Services, Technology, Accounting, and external service providers

Tax & Regulatory Support

• Coordinate and support yearend tax reporting processes across multiple products, including validation of data received from transfer agents.
• Assist with tax form accuracy, delivery tracking, and internal education on taxrelated questions.
• Assist with continuous data quality management throughout the year, reducing downstream remediation and complexity during quarterend and yearend reporting cycles

Process Improvement & Technology Enablement

• Identify areas where operational or data processes can be improved, streamlined, or automated.
• Partner with internal technology teams to enhance reporting, workflow, and data validation tools.
• Assist with documentation and maintenance of procedures, reference materials, and process libraries to support scalability and training.

Experience

Required Qualifications

• Bachelor's degree required.

• 1-3 years of experience in operations, client services, data analytics, project management, or a related function within financial services.

• Advanced proficiency in Microsoft Excel required.

• Strong analytical, organizational, and problemsolving skills.

• Excellent written and verbal communication skills.

• Proven ability to manage multiple priorities and meet deadlines in periods of heightened activity.

• Highly organized selfstarter with the ability to work independently and collaboratively.

• Comfort navigating ambiguity in a dynamic, fastpaced environment.

Preferred Qualifications

• Experience with data or workflow tools such as Tableau, Salesforce, Alteryx, or similar platforms.
• Familiarity with alternative investment products, transfer agency processes, or fund operations.
• Experience supporting tax reporting, investor reporting, or regulatorydriven operational cycles.

Career Opportunity

This role offers exposure to a broad range of operational, data, and technology initiatives across the AWMS platform. It is well suited for a candidate who enjoys blending execution, data analysis, and process improvement while partnering closely with crossfunctional teams to deliver highquality client outcomes

Reporting Relationships

Compensation

$65,000 - $80,000

There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.