Job description
Although we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals.
Job Description
Although we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals.
Job Description
Kayne Anderson Rudnick Investment Management in Century City is seeking an exceptional individual for an Investment Advisor Associate-(Client Servicing). The successful candidate will work as part of a growth-focused advisory team to provide a professional and exceptional level of client service to affluent investors.
DUTIES AND RESPONSIBILITIES:
- Act as primary service related and administrative contact for high-net-worth investors and their professional advisors (CPA’S, business managers, attorney’s)
- Provide daily client service, including but not limited to, investing deposits, calculating withdrawals, handling cashiering needs, facilitating tax trading, charitable gifting, required minimum distributions, special requests, account re-registrations, cost basis step up, custom report creation, address changes, and account terminations, and preparing tax analysis reports.
- Execute asset allocation changes based on Advisor recommendation and monitor progress.
- Maintain and update client files, CRM and other portfolio data, as needed.
- Schedule Advisor-Client meetings and prepare portfolio review book materials.
MINIMUM QUALIFICATIONS:
- 3-5 years client service working with high net worth individuals at an investment management firm, private bank, or broker/dealer with history of increasing responsibilities.
- Fundamental knowledge of equity and fixed income markets and alternative asset classes
- Knowledge of nuances in setting up various account registrations, including documentation required and limitations behind such registrations.
- Experience with and knowledge of paperwork and workflow associated with custodians such as Charles Schwab and/or Fidelity Investments.
- Commitment to and demonstrated history of, providing the best service levels to clients as well as to internal constituents.
- Leadership ability – able to provide guidance to junior team members.
- Comfortable interacting with senior level managers and outside parties.
- Teamwork – ability to collaborate in a professional and constructive manner.
- Excellent verbal and written communication skills.
- Strong interpersonal, organizational, and quantitative skills.
- Strong attention to detail and math aptitude.
BENEFITS AT KAR:
In addition to health insurance, Vacation, PTO benefits and a generous 401(k) company match, KAR is proud to offer its employees benefits:
- Competitive Pay
- Medical, Dental, and Vision Insurance
- Wellness Program
- Tuition Reimbursement
- 24-Hour Employee Assistance Program
- Adoption Assistance
- Paid Family Care Time
- Life and Disability Insurance
- Health Savings Account with a Company Match
- Flexible Spending Accounts including Dependent Care
- Paid Volunteer days
- Paid Parking
- Fully stocked Kitchen- Lunch Provided
- Gym Onsite
KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strategies and wealth solutions for our clients. We are currently seeking candidates who possess the skills, vision, and determination to excel in their chosen fields.
Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect. We believe in empowering and growing our people and are excited to be hiring.
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.
For additional general information on Kayne Anderson Rudnick, please access the firm’s web site at
www.kayne.com.
Salary Range: $68,800 - $103,200
The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data.
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