Senior Investment Adviser Associate-Client Service

Kayne Anderson Rudnick is seeking a Senior Investment Advisor Associate (Client Service) to join its Los Angeles office. This client-facing role supports a growth-oriented advisory practice by delivering exceptional service to affluent and high-net-worth clients.

Requirements

• Serve as the primary administrative and service contact for high-net-worth clients and their professional advisors
• Lead or contribute to firmwide and departmental projects
• Open new client accounts and oversee onboarding through completion
• Provide comprehensive daily client service
• Maintain accurate client records in CRM systems and portfolio databases
• Partner with management to enhance operational processes and service standards

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.