Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted today

Associate, Wealth Management Solutions (Client Service)

Ares Wealth Management Solutions236 open roles

Where
Mumbai, India
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowAssociate, Wealth Management Solutions (Client Service)Ares Wealth Management Solutions · Mumbai, India

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Ares Wealth Management Solutions's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

13.9% of postings close within 7 days. Measured by our own scanner across the market. Ares Wealth Management Solutions postings stay open a median of 63 days.

Share of postings closed within
  1. 2.2%1 day
  2. 4.7%3 days
  3. 13.9%7 days
  4. 22.4%14 days
  5. 38.1%30 days
  6. 59.0%60 days
This job: posted today

Ares Wealth Management Solutions median: 63 days open

The posting

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

Position Summary

Ares Wealth Management Solutions (AWMS) is seeking an Associate to join its Client Services team in Mumbai. The Associate will be responsible for recurring transaction validation, operational and financial reporting, data and documentation management, and other key Client Services processes. We are looking for a motivated, analytical individual who demonstrates initiative, sound judgment, and an entrepreneurial mindset, and works effectively as part of a team.

The Associate will work closely with Client Services and cross-functional partners to ensure processes are completed accurately, consistently, and within established deadlines. The role requires strong attention to detail, comfort working with financial and investor data, and the ability to identify discrepancies and clearly communicate findings. The Associate will take ownership of assigned responsibilities, follow through on outstanding issues, and collaborate with colleagues across AWMS and the broader Mumbai team. The Associate will also contribute to process standardization, automation, and continuous improvement as responsibilities evolve.

Primary Functions & Responsibilities

· Transaction Validation: Perform recurring purchase, redemption/tender, dividend, and trail commission validations; reconcile pending and final transaction reporting; identify discrepancies and prepare exception and funding summaries.

· Operational & Financial Reporting: Prepare recurring share and money movement, transaction, commission, performance, KPI, and other reporting used by Client Services and Finance & Accounting.

  • Data, Forms & Document Management: Prepare and review operational data files, support routine and ad hoc data requests, maintain documentation, and manage recurring file uploads and document distribution through external vendor platforms and data rooms, including Intralinks.

· Business Operations Support: Assist with invoice processing, expense allocations and reimbursements, Salesforce activities, marketing documentation, and other recurring Client Services workflows.

· Controls & Process Improvement: Follow established procedures and controls, escalate exceptions, maintain process documentation, and partner with teams to standardize processes and identify automation or workflow improvement opportunities. The tracker identifies several activities specifically targeted for either training or automation.

Experience

· Required Qualifications

  • Bachelor's degree. 4-6 years of relevant experience in financial services operations, client services operations, fund administration, investment operations, or a related role involving reconciliations and recurring reporting. Strong analytical, organizational, and problem-solving skills. Clear written and verbal communication skills, including the ability to summarize an issue, its impact, and the action or decision needed. High attention to detail and ability to work accurately with financial and transactional data. Proficiency in Microsoft Excel and ability to compare, reconcile, and summarize data across multiple sources. Ability to manage overlapping recurring deadlines and ad hoc requests, prioritize work, and escalate issues before they affect delivery. Ability to identify discrepancies, investigate issues, and clearly communicate findings and required follow-up. Strong ownership mindset with a focus on accuracy, consistency, and timely execution. Ability to collaborate effectively across teams and adapt as processes and responsibilities evolve.

· Preferred Qualifications

  • Exposure to alternative investments, wealth management products, transfer agency processes, or investor servicing. Familiarity with transaction processing, reconciliation, financial reporting, or operational controls. Experience with Salesforce, Intralinks, or similar CRM and document-management platforms. Exposure to Tableau, Alteryx, Excel Power Query, or comparable reporting and workflow tools. Experience documenting procedures, improving a recurring process, or supporting user acceptance testing.

Reporting Relationships

Managing Director, Wealth Management Solutions

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.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Ares Wealth Management Solutions's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Ares Wealth Management Solutions's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Ares Wealth Management Solutions's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.