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Advisor Services Analyst: Scale Client Support & Automation
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-16
Listing for:
CAIS
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Services, Financial Consultant
Job Description & How to Apply Below
A leading alternative investment firm in New York seeks an Advisor Services Analyst to enhance client service delivery. This position requires a proactive mindset focused on operational efficiency and client support across transactions. Ideal candidates have experience within financial services, strong communication skills, and familiarity with CRM platforms. The role also emphasizes developing technology-driven workflows to streamline processes and enhance overall client experience.
This position offers competitive salary and flexible work arrangements.
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