Investment Advisor Associate

About the position 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 Investment Advisor Associate. The successful candidate will work as part of a growth-focused advisory team to provide a professional and exceptional level of client service to affluent investors. Responsibilities • Act as primary service related and administrative contact for high-net-worth investors and their professional advisors (CPA’S, business managers, attorney’s) • Act as project lead or participate extensively in department or firm level projects • Open new accounts and monitor progress • 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 • Execute asset allocation changes based on Advisor recommendation and monitor progress • Schedule Advisor-Client meetings and prepare portfolio review book materials • Attend in house or off-site meetings or events as requested by Advisor • Maintain and update client files, CRM and other portfolio data, as needed • Collaborate with management to improve practices and procedures Requirements • Undergraduate degree • 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 • Knowledge of nuances in setting up various account registrations, including documentation required and limitations behind such registrations • Experience with and knowledge of paperwork and workflow associated with custodians such as Charles Schwab and/or Fidelity Investments • Commitment to, and demonstrated history of, providing the best service levels to clients as well as to internal constituents • Leadership ability – able to provide guidance to junior team members • Comfortable interacting with senior level managers and outside parties • Teamwork – ability to collaborate in a professional and constructive manner • Excellent verbal and written communication skills • Strong interpersonal, organizational and quantitative skills • Strong attention to detail, math aptitude, and the ability to multi-task • Strong client service mind-frame • Independent, self-starter, possessing initiative, drive, composure and enthusiasm • Proficiency in Excel and Word • U.S. citizenship or lawful permanent residency (Green Card holder) as a condition of employment. Nice-to-haves • Series 7 preferred 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 • Paid Parking • Fully stocked kitchen- lunch provided • 3/2 Hybrid (subject to change)