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 is hiring a Client Service Specialist for our Century City office. In this role, you will support a growth-focused advisory team by coordinating account administration, resolving client inquiries, and delivering high-touch service to institutional investors.

DUTIES AND RESPONSIBILITIES: (List in order of importance; include any supervisory or management responsibilities)

• Maintain day-to-day updates and changes to client financial accounts.
• Partner with internal teams to complete account maintenance requests (e.g., deposits/withdrawals, account updates, and other special requests) as directed.
• Coordinate and complete inbound client service requests.
• Resolve client inquiries and issues through timely, professional communication with clients and advisors.
• Prepare, review, and process documentation for new investment account openings.
• Oversee the setup process for new accounts, including the opening and closing of accounts.
• Consult with clients and advisors regarding new account documentation and follow up on outstanding items needed to complete setup.
• Produce monthly and quarterly client reporting within established deadlines.

IDEAL QUALIFICATIONS: (education, experience, certifications, licenses & skills required)

• Bachelor’s degree (Finance, Marketing, or related field).
• 2–5 years of experience in financial services, preferably investment/asset management.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office (Word, Excel, and PowerPoint).
• Familiarity with Salesforce CRM (preferred).
• High attention to detail with a proactive approach to accuracy.
• Strong analytical skills and willingness to dig into details.
• Ability to prioritize, meet deadlines, and respond to requests promptly.
• Ability to multi-task and work in demanding environment
• Teamwork – ability to collaborate in a professional and constructive manner.
• Excellent verbal and written communication skills.
• Strong interpersonal, organizational and quantitative skills.

The starting base salary is $75,000.00 to $100,000 plus applicable bonuses and incentives. The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data.

At KAR, we take great pride in offering our valued team members an extensive and highly competitive benefits package. Below, you will find a brief benefits overview:

• Competitive Pay
• Medical, Dental, and Vision Insurance (starting day 1)
• 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

Company Background

Kayne Anderson Rudnick (KAR) was founded in 1984 to oversee the family capital of John Anderson. Over time, the firm expanded its services from managing capital for a single family to including family members, friends, and eventually a broader clientele comprising high net-worth individuals, public entities, corporations, endowments, and foundations. Headquartered in Los Angeles, Kayne Anderson Rudnick is a distinguished asset and wealth management firm with over $50 billion in assets under management and a national team of 135 employees. The firm is an affiliate of Virtus Investment Partners, located in Hartford, Connecticut.

We employ a long-term oriented, quality investment strategy across all of our investment disciplines. To KAR, quality means that a company has competitive strengths that will allow it to grow and remain successful over time, both in investment management and wealth management business lines.

Team Approach

The most important asset KAR has is the people. The culture is collaborative and respectful. The team is passionate about setting high standards for themselves and are proud to be part of this organization. They create the client experience as a team, and as a team, strive to make the best decisions for their clients.

Culture and Awards

• Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect.
• Ranked #3 on Barron’s top 100 investment advisors.
• Ranked #7 of RIA firms by Forbes in 2024
• Wealth for Good Awards – Best Corporate Social Responsibility program

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 information on Kayne Anderson Rudnick, please access the firm’s web site at www.kayne.com

This position requires U.S. citizenship or lawful permanent residency (Green Card holder) as a condition of employment. We are unable to sponsor work visas or provide support for OPT/CPT programs for this role.

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