Senior Investment Adviser Associate-Client Service

Virtus Investment Partners, Inc; Los Angeles (CA); On-site; USD 72,000 - 95,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

Life and Disability Insurance

Tuition Reimbursement

Paid Family Care Time

Paid Volunteer Days

Gym Onsite

Paid Parking

Job summary

Virtus Investment Partners, Inc is seeking a Senior Investment Advisor Associate in their Los Angeles office to manage relationships with high-net-worth clients. This role involves providing exceptional client service and ensuring smooth onboarding processes.

Qualified candidates will have a Bachelor's degree, a minimum of five years of relevant experience in client-facing roles, and a strong understanding of various investment types. The role offers a competitive starting salary and comprehensive benefits.

Qualifications

• Minimum five years of client service experience supporting high-net-worth individuals.
• Demonstrated commitment to exceptional client service.

Responsibilities

• Serve as the primary administrative and service contact for high-net-worth clients.
• Open new client accounts and oversee onboarding.
• Maintain accurate client records in CRM systems.

Skills

Client service experience

Strong understanding of equity

Fixed income knowledge

Alternative investments

Account registration knowledge

Experience with custodians

Education

Bachelor's degree

Series 7 (preferred)

Job description

Overview

Kayne Anderson Rudnick (KAR) is a well‑respectful wealth and asset management firm based in Los Angeles that manages over $50billion in assets and employs more than 135 people across the United States. The firm is an affiliate of Virtus Investment Partners.

The Senior Investment Advisor Associate (Client Service) will serve as a client‑facing professional supporting high‑net‑worth clients in the Los Angeles office.

Responsibilities

• Serve as the primary administrative and service contact for high‑net‑worth clients and their professional advisors, including CPAs, attorneys, and business managers.
• Lead or contribute to firm‑wide and departmental projects.
• Open new client accounts and oversee onboarding through completion.
• Provide comprehensive daily client service, including transaction processing, cash management, tax‑related activities, charitable gifting, required minimum distributions, account maintenance, and custom reporting.
• Execute and monitor asset allocation changes as directed by Advisors.
• Coordinate Advisor‑client meetings and prepare portfolio review materials.
• Attend internal and external meetings or events as requested.
• Maintain accurate client records in CRM systems and portfolio databases.
• Partner with management to enhance operational processes and service standards.

Qualifications

• Bachelor’s degree required.
• Series 7 preferred.
• Minimum five years of client service experience supporting high‑net‑worth individuals within an investment management firm, private bank, or broker‑dealer.
• Strong understanding of equity, fixed income, and alternative investments.
• Proven knowledge of account registration requirements and related documentation.
• Experience working with custodians such as Charles Schwab and/or Fidelity Investments.
• Demonstrated commitment to delivering exceptional client service and supporting internal stakeholders.

Compensation

The starting base salary ranges from $72,000 to $95,000 plus applicable bonuses and incentives. Salary will be adjusted based on education, experience, skills, abilities, geographic location, internal equity, and market data. This position is eligible to participate in the company incentive plan.

Applicants must be U.S. citizens or lawful permanent residents. Work‑visa sponsorship is not available.

Benefits

• Competitive pay
• Medical, Dental, and Vision Insurance
• Life and Disability Insurance
• Health Savings Account with a Company Match
• Flexible Spending Accounts including Dependent Care
• Wellness Program
• Tuition Reimbursement
• 24‑Hour Employee Assistance Program
• Adoption Assistance
• Paid Family Care Time
• Paid Volunteer Days
• Gym Onsite
• Paid Parking
• Fully stocked kitchen with lunch provided

Equal Opportunity Employment

KAR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.