HNWI Client Service Investment Advisor (Hybrid)

Virtus Investment Partners, Inc; Los Angeles (CA); Híbrido; USD 70 000 - 110 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical, Dental, and Vision Insurance

Health Savings Account with Company M​

Flexible Spending Accounts including**

Wellness Program

Tuition Reimbursement

24-Hour Employee Assistance Program

Adoption Assistance

Paid Family Care Time

Paid Volunteer days

Gym onsite

Fully stocked kitchen- lunch provided

Hybrid 3/2 remote

Resumo da oferta

Kayne Anderson Rudnick Investment Management in Century City, Los Angeles, is seeking an Investment Advisor Associate (Client Service Support). Join a growth-focused advisory team delivering professional, exceptional service to affluent investors and their advisors.

The role handles client service, account openings, asset allocations, meetings, and CRM updates, with collaboration across management to improve practices.

Qualificações

• 2–4 years of client service for high-net-worth individuals at an investment firm.
• Solid knowledge of equity, fixed income and alternative assets.
• Experience with custodians and account registrations documentation.
• Commitment to high service levels for clients and internal colleagues.

Responsabilidades

• Serve as primary service contact for high-net-worth investors and advisors.
• Open new accounts and monitor progress.
• Provide daily client service, including deposits, withdrawals, and reporting.
• Execute asset allocation changes and schedule meetings with clients.

Conhecimentos

Client service

Investment knowledge

Equities

Fixed income

Formação académica

Undergraduate degree

Ferramentas

Charles Schwab

Fidelity Investments

Descrição da oferta de emprego

Kayne Anderson Rudnick Investment Management in Century City, Los Angeles, is seeking an Investment Advisor Associate (Client Service Support). Join a growth-focused advisory team delivering professional, exceptional service to affluent investors and their advisors.

The role handles client service, account openings, asset allocations, meetings, and CRM updates, with collaboration across management to improve practices.