Client Service Specialist

Virtus Investment Partners•Los Angeles, CA

22h•Onsite

About The Position

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.

Requirements

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).
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.
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.

Nice To Haves

Familiarity with Salesforce CRM

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.