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Senior Investment Advisor Associate (Client Service)
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$96,000 a year
Full-time
- Kayne Anderson Rudnick Investment Management in Century City is seeking a highly motivated, organized, committed individual with strong initiative and excellent communication skills for the role of Senior Investment Advisor Associate
- 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
- 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
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