Client Service Specialist

Kayne Anderson Rudnick•Los Angeles, CA

4d•$75,000 - $100,000•Onsite

About The Position

Kayne Anderson Rudnick Investment Management is hiring a Client Service Specialist for their Century City office. In this role, the specialist will support a growth-focused advisory team by coordinating account administration, resolving client inquiries, and delivering high-touch service to institutional investors. Kayne Anderson Rudnick (KAR) was founded in 1984 to oversee the family capital of John Anderson and later expanded its services to include high net-worth individuals, public entities, corporations, endowments, and foundations. Headquartered in Los Angeles, KAR 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. KAR employs a long-term oriented, quality investment strategy across all investment disciplines, focusing on companies with competitive strengths that will allow them to grow and remain successful over time. The company prides itself on a collaborative and respectful culture, where the team is passionate about setting high standards and creating the best client experience. KAR has received accolades such as the Best Firm Culture at the 2022 PAM Awards, ranked #3 on Barron’s top 100 investment advisors, #7 of RIA firms by Forbes in 2024, and a Wealth for Good Award for Best Corporate Social Responsibility program. KAR has a 40-year history serving a diverse client base that includes corporations, endowments, foundations, public entities, taft-hartley clients, and mutual funds, applying a unique approach to various investment solutions.

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.

Nice To Haves

Familiarity with Salesforce CRM (preferred).

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.