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SalaryAlthough 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 a Registered Investment Advisor based in Los Angeles, is currently searching for a Client Service Associate.
The successful candidate will work as part of a growth-focused advisory team to provide a professional and exceptional level of Client Service to institutional investors.
DUTIES AND RESPONSIBILITIES:
- Responsible for the day-to-day changes related to financial accounts.
- Manage and coordinate with internal departments as needed on account maintenance tasks such as deposit/withdrawal requests, account updates, and other special requests as directed.
- Coordinate and complete inbound Client Service requests.
- Resolve client inquiries and problems through interaction with clients/advisors in a timely and professional manner.
- Prepare, review, and process all documents related to investment account openings.
- Oversee the setup process for new accounts and manage the opening and closing of accounts.
- Contact and consult clients/advisors on question related to the new account documents and/or follow-up on any outstanding items needed to complete the new account setup.
- Responsible for client monthly and quarterly reporting within established deadlines.
MINIMUM QUALIFICATIONS:
- Bachelor's Degree (Finance/Marketing).
- 5-7 years of work experience in the financial services industry, specifically, investment/asset management.
- Strong writing and verbal communication skills.
- Proficient in Microsoft Office Word, Excel, PowerPoint.
- Knowledge of Salesforce CRM.
- Pro-active approach to accuracy and attention to details.
- Analytical skills with the ability to dig in.
- Ability to meet deadlines and respond to requests in a timely manner.
- Teamwork – ability to collaborate in a professional and constructive manner.
- Excellent verbal and written communication skills.
- Strong interpersonal, organizational, and quantitative skills.
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
- 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
- Onsite Gym
- Fully stocked kitchen- lunch provided
- Hybrid 3/2 remote
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: $70,495- $105,743
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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