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 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 90 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 The Client Services Specialist will support our Ares Real Estate Exchange (AREX) team of product specialists. AREX is our real estate exchange solution that allows investors who are selling appreciated investment real estate to defer capital gain taxes by completing a 1031 exchange into a portfolio of properties sourced from one of our REITs. The Client Service Specialist will be responsible for the dissemination and tracking of offering and marketing material to financial advisors and their clients, assisting financial advisors and their clients in the completion of the investor application and consulting on the investment process. The Client Services Specialist will receive all applications, review for completeness and accuracy, and communicate directly with financial advisor teams for corrections and missing items needed. The role will also require the gathering and review of all trust, corporate and partnership documentation for KYC and AML purposes. Once all paperwork is in good order, the data is entered into Salesforce, and the Client Service Specialist sends the information needed by the client to property identify the properties with their qualified intermediary in a timely manner before transferring the file to the AREX Closing Team. This person will share accountability for the efficiency, accuracy and customer satisfaction around the application process and will be expected to enhance our systems used for tracking transactions and communications (internal and external) Essential Job Duties Responsible for the dissemination and tracking of offering material Support a team of AREX Product Specialists on their cases, including handling calls with financial advisors and their clients to review the required paperwork and processes for an investment in an AREX offering Responsible for receipt, review, tracking, and data input for investor applications and loan applications Serve as the liaison between the team of AREX Product Specialists and the AREX Closing Team to ensure that transactions are transferred efficiently and smoothly Communicate with financial advisors, clients, the sales team and the product specialists about offering kits, applications, and the status of transactions Use internal systems like Salesforce to track and manage to important dates and deadlines throughout the application and closing process Gather the information and documentation required for KYC and AML purposes Work with the Client Services Team on AREX investor account maintenance requests Coordinate with financial advisors, the AREX product specialist and the AREX loan underwriting team on loan applications and the loan underwriting process Required Knowledge, Skills and Abilities A bachelor’s degree or equivalent experience required A minimum of one-year direct experience in a client service role interacting with high-net-worth clients and processing and tracking contracts or applications. Examples of relevant experience include client service roles at a financial services company, trust department or company, private bank, law firms, real estate companies, title insurance or escrow companies or other institutions involved in complex real estate, financial or investment products or services. Experience with trust, LLC, partnership, and corporate entity documentation Working knowledge of real estate transactions, closing statements and related documentation Experience with KYC and AML processes and procedures is a plus Excellent attention to detail and organization and time management skills Professional verbal and written communication skills Ability to learn quickly and comply with company policies, procedures, operations, and industry practices Ability to work well independently and with a team Experience working in Salesforce, Microsoft Word, Adobe Acrobat and Salesforce Reporting Relationships 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. $70,000 - $80,000 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. Ares Management Corporation (NYSE: ARES) is a leading global alternative investment manager offering clients complementary primary and secondary investment solutions across the credit, real estate, private equity 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 March 31, 2024, Ares Management's global platform had approximately $428 billion of assets under management(1) with more than 2,900 employees operating across North America, Europe, Asia Pacific and the Middle East. For more information, please visit www.aresmgmt.com. Ares Management LLC (together with its related operating and administrative subsidiaries, “Ares Management”) is an Equal Employment Opportunity employer and considers all applicants for employment without regard to race, color, religion, ethnicity, creed, sex, age, national origin, alienage or citizenship status, disability, medical condition, pregnancy, marital status, partnership status, sexual orientation, status regarding public assistance, military or veteran status, domestic violence victim status, gender identity and expression, transgender status, genetic information, status as unemployed, political affiliation or any other characteristic protected by federal, state or local law. Ares Management will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Fair Chance Initiative for Hiring Ordinance. (1) As of March 31, 2024. AUM amounts include funds managed by Ivy Hill Asset Management, LP., a wholly owned portfolio company of Ares Capital Corporation and registered investment adviser.