Client Service Associate _Finance Industry_ Hybrid
Job Description
Kayne Anderson Rudnick Investment Management located in Century City is looking for an experienced Client Service Associate.
SUMMARY: 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:
MINIMUM QUALIFICATIONS: (EDUCATION, EXPERIENCE, CERTIFICATIONS, LICENSES & SKILLS REQUIRED)
· Bachelor's Degree (Finance/Marketing)
· 2-3 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.
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
· Gym onsite
· 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.
If you meet the qualifications and are interested in the positions, please submit resume to RECRUITING@KAYNE.COM.
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.
Company Description
Ranked among the Top 10 of Barron’s list of Top Independent Financial Advisors for the last three years, and #10 on Investment News' Largest Fee-Only RIAs (Registered Investment Advisers), Kayne Anderson Rudnick is a boutique investment advisory firm founded in 1984 to manage capital for its founders, including John Anderson (member of the Forbes 400 and benefactor of UCLA's Anderson School of Management). With offices in Los Angeles and San Francisco, KAR has over $56 Billion in assets under management, focused on institutional, broker-dealer, and high-net-worth clients. No sponsorship available for this position