About this opportunity
Virtus Investment Partners, Inc lists this Senior Investment Adviser Associate-Client Service opportunity in los angeles, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Overview
Kayne Anderson Rudnick (KAR) is a well‑respectful wealth and asset management firm based in Los Angeles that manages over $50billion in assets and employs more than 135 people across the United States. The firm is an affiliate of Virtus Investment Partners.
The Senior Investment Advisor Associate (Client Service) will serve as a client‑facing professional supporting high‑net‑worth clients in the Los Angeles office.
Responsibilities
Serve as the primary administrative and service contact for high‑net‑worth clients and their professional advisors, including CPAs, attorneys, and business managers.
Lead or contribute to firm‑wide and departmental projects.
Open new client accounts and oversee onboarding through completion.
Provide comprehensive daily client service, including transaction processing, cash management, tax‑related activities, charitable gifting, required minimum distributions, account maintenance, and custom reporting.
Execute and monitor asset allocation changes as directed by Advisors.
Coordinate Advisor‑client meetings and prepare portfolio review materials.
Attend internal and external meetings or events as requested.
Maintain accurate client records in CRM systems and portfolio databases.
Partner with management to enhance operational processes and service standards.
Qualifications
Bachelor’s degree required.
Series 7 preferred.
Minimum five years of client service experience supporting high‑net‑worth individuals within an investment management firm, private bank, or broker‑dealer.
Strong understanding of equity, fixed income, and alternative investments.
Proven knowledge of account registration requirements and related documentation.
Experience working with custodians such as Charles Schwab and/or Fidelity Investments.
Demonstrated commitment to delivering exceptional client service and supporting internal stakeholders.
Compensation
The starting base salary ranges from $72,000 to $95,000 plus applicable bonuses and incentives. Salary will be adjusted based on education, experience, skills, abilities, geographic location, internal equity, and market data. This position is eligible to participate in the company incentive plan.
Applicants must be U.S. citizens or lawful permanent residents. Work‑visa sponsorship is not available.
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 with lunch provided
Equal Opportunity Employment
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.
#J-18808-Ljbffr
Worksite address
los angeles, CA, 90079, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.