Investment Advisor Associate - Client Services (Hybrid)

Kayne Anderson Rudnick Investment Management, LLC; Los Angeles (CA); Hybrid; USD 75,000 - 105,000; Full time

Benefits offered by this job

Competitive Pay

Medical, Dental, and Vision Insurance

Health Savings Account with Company/Ma

Job summary

Kayne Anderson Rudnick Investment Management, LLC in Century City seeks an Investment Advisor Associate specializing in client service support to deliver a high level of service to affluent investors.

You will work with an advisory team on account openings, deposits and withdrawals, tax considerations, and portfolio review materials, while coordinating with advisors and stakeholders to enhance client experience. Hybrid work option is available.

Qualifications

• Undergraduate degree required.
• 2-4 years client service experience with high net worth individuals at an investment management firm, private bank, or broker/dealer.
• Fundamental knowledge of equity and fixed income markets and alternative asset classes.
• Knowledge of paperwork and workflow with custodians such as Charles Schwab or Fidelity Investments.
• Commitment to providing the best service levels to clients and internal stakeholders.

Responsibilities

• Act as primary service-related and administrative contact for high-net-worth investors and their professional advisors.
• Open new accounts and monitor progress.
• Provide daily client service, including deposits, withdrawals, cashiering, tax trading, gifting, distributions, and report preparation.
• Execute asset allocation changes and monitor progress.
• Schedule Advisor-Client meetings and prepare portfolio review materials.
• Maintain and update client files and CRM.
• Collaborate with management to improve practices and procedures.

Skills

Client service

Communication skills

Organized

Initiative

Education

Undergraduate degree

Tools

Charles Schwab

Fidelity Investments

Job description

Kayne Anderson Rudnick Investment Management, LLC in Century City seeks an Investment Advisor Associate specializing in client service support to deliver a high level of service to affluent investors.

You will work with an advisory team on account openings, deposits and withdrawals, tax considerations, and portfolio review materials, while coordinating with advisors and stakeholders to enhance client experience. Hybrid work option is available.