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Investor Services Associate Jobs in California (NOW HIRING)

Client Services

Client Services Associate

Los Angeles, CA · On-site

$80K - $100K/yr

Client Services Associate The Client Services Associate is responsible for providing exceptional ... The ideal candidate will possess a strong understanding of alternative investments, excellent ...

Alumni Ventures

Client Services Associate

Menlo Park, CA · On-site

Our network of 850,000+ members and 40+ dedicated investors connects accredited individuals to high ... About This Role As a Client Services Associate at Alumni Ventures, you'll play a vital role in ...

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Investor Services Associate information

What is an investor services associate?

Investor Services Associates are professionals who act as the primary point of contact between investment firms and their clients, such as individual investors or institutional clients. They handle account inquiries, process transactions, resolve issues, and provide information about investment products and services. Their role is crucial in ensuring a positive client experience, maintaining accurate records, and supporting the operational needs of the investment firm. Investor Services Associates often work in mutual fund companies, private equity firms, or other financial institutions.

What are the key skills and qualifications needed to thrive as an investor services associate?

To thrive as an Investor Services Associate, you need a solid understanding of financial markets, investment products, and client account management, often supported by a degree in finance or business. Familiarity with portfolio management systems, CRM software, and industry regulations such as SEC or FINRA guidelines is typically required. Strong attention to detail, communication skills, and problem-solving abilities help build trust and efficiently resolve client inquiries. These skills ensure accurate processing, regulatory compliance, and exceptional service to clients, which are crucial in maintaining firm reputation and client relationships.

What are some common challenges investor services associates face when managing client inquiries and transactions?

Investor Services Associates often juggle a high volume of client inquiries, ranging from account updates to complex transaction requests. One challenge is ensuring accuracy and compliance while handling sensitive financial data under tight deadlines. The role also requires clear and professional communication with clients and coordination with internal teams such as fund managers and compliance officers to resolve issues efficiently. Staying organized and adaptable is key to maintaining client satisfaction and meeting service-level agreements.

What is the difference between Investor Services Associate vs Client Services Associate?

AspectInvestor Services AssociateClient Services Associate
Required CredentialsTypically requires a bachelor's degree in finance, economics, or related field; certifications like FINRA Series 7 or 63 are commonSimilar educational background; may also hold certifications like Series 7 or 63 depending on industry
Work EnvironmentFinancial institutions, asset management firms, brokerage firmsBanking, financial services, investment firms
Employer & Industry UsageUsed in investment management, brokerage, and financial servicesCommon in banking, wealth management, and financial advisory firms

The main difference is that Investor Services Associates focus specifically on supporting investors with their accounts, transactions, and inquiries related to investments. Client Services Associates have a broader role in managing client relationships across various banking or financial products. Both roles require similar credentials and work in related environments, but their focus areas differ slightly based on client type and service scope.

What are the most commonly searched types of Investor Services jobs in California?

The most popular types of Investor Services jobs in California are:

What are popular job titles related to Investor Services Associate jobs in California?

For Investor Services Associate jobs in California, the most frequently searched job titles are:

What job categories do people searching Investor Services Associate jobs in California look for?

The top searched job categories for Investor Services Associate jobs in California are:

What cities in California are hiring for Investor Services Associate jobs?

Cities in California with the most Investor Services Associate job openings:

Investor Services Associate jobs near you
Infographic showing various Investor Services Associate job openings in California as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 18% Part Time, and 5% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Associate, Investor Services

Los Angeles, CA • On-site

Ares Management Corporation
Finance and Insurance • 1 - 5K employees
Learn more about Ares Management Corporationexternal

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 28 days ago

Job description

Over the last 20 years, Ares' success has been driven by our people and our culture. Today, our team is guided by our core values - Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy - and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.
Job Description
Ares Management is looking to hire an Associate for the Global Client Solutions ("GCS") team in Los Angeles. Investor Services is expanding its team to support the firm's strategic objectives related to fundraising and client service. Investor Services acts as a centralized point of contact for external clients, internal teams and service providers on investor data, onboarding, inquiry management and data rooms across all business lines at Ares (credit, private equity, real assets, infrastructure, secondaries and strategic initiatives). This is a unique opportunity to join a growing team that is defining new processes, building technologies and launching enterprise-wide functions.
The individual will be responsible for data room contact and document maintenance, capturing and maintaining investor data, supporting investor onboarding efforts, coordinating with external and internal teams, general team administrative items and projects. As this is a new team, the role will require a dynamic, adaptive, and proactive professional who can help identify enhancements to new and existing processes.
Primary Functions and Essential Responsibilities
  • Support organizational and project management efforts across the Investor Services team
  • Work closely with Relationship Management and Product Management teams, globally, to streamline and centralize processes across different groups including Finance, Accounting, Legal, Tax, Compliance and Technology
  • Support investor onboarding process, which includes review of all onboarding documents such as subscription agreement, AML/KYC, regulatory related and tax documents
  • Capture investor data during the onboarding process and investor lifecycle maintenance
  • Respond and resolve investor-related inquiries and/or requests in a timely manner
  • Identify and escalate complex cases or queries to senior team leads
  • Reconcile data to Fund Administrators' and follow procedures to resolve any breaks
  • Manage investor data rooms - including set up, document and contact maintenance
  • Assist in developing, implementing, documenting and training on new workflows and procedures utilizing technology to create and improve processes and drive change
  • Build a strong network across the firm and with external vendors to facilitate strong collaboration and promote best practices across business operations groups including Technology, Finance, Accounting, Human Resources, Legal, Tax, Compliance, Fund Administrators and External Counsel

Qualifications
  • Bachelor's Degree
  • Minimum of 3 years of experience in a fast-paced, self-driven role, preferably within investment/wealth management, business management/strategy, consulting, and/or financial services
  • Strong team player who enjoys collaboration and demonstrates willingness assist with various tasks, as needed
  • Eagerness to learn and grow within the alternative investment industry
  • Capable of managing multiple priorities across time zones, including internal and external requestors
  • High attention to detail and customer experience to provide the best-in-class client experience
  • Demonstrate a high level of integrity to protect sensitive client information
  • Outstanding presentation, communication, writing, and interpersonal skills
  • Experience with Salesforce and/or Intralinks is a plus
  • Experience in customer service is a plus
  • Experience working with alternative asset classes is a plus
  • Strong Microsoft suite skills, especially Excel and PowerPoint, Visio is a plus

Reporting Relationships
Vice President, Investor Services
Compensation
The anticipated base salary range for this position is listed below. Total compensation may also include a discretionary performance-based bonus. Note, the range takes into account a broad spectrum of qualifications, including, but not limited to, years of relevant work experience, education, and other relevant qualifications specific to the role.
$115,000 - $135,000 / annum
The firm also offers robust Benefits offerings. 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.
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.

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