Client Service Specialist

Virtus•Los Angeles, CA

4d•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, later expanding its services to 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 for sustained growth and success. The company prides itself on a collaborative, respectful, and team-oriented culture, passionate about setting high standards and making the best decisions for their clients.

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.

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.