Client service associate Jobs in Pasadena, CA

Senior Investment Advisor Associate (Client Service)

Kayne Anderson Rudnick, headquartered in Los Angeles, is a well-respected wealth and asset management firm that manages over $5 billion in assets and employs more than 135 people across the United States. Established in 1984, KAR began by managing John Anderson's family assets but gradually expanded its services to include relatives, friends, and eventually a wide range of clientsincluding high net-worth individuals, public organizations, corporations, endowments, and foundations. Today, the company operates as an affiliate of Virtus Investment Partners, a Hartford, Connecticut-based multi-boutique investment management firm.

Kayne Anderson Rudnick Investment Management 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.

Key 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 firmwide 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 Advisorclient 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.

Ideal Qualifications

• Bachelor's degree required.
• Series 7 preferred.
• Minimum of 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.

The starting base salary is $72,000.00 to $95,000.00 plus applicable bonuses and incentives.

The starting salary offer will vary based on the applicant's education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in a company incentive plan.

This position requires U.S. citizenship or lawful permanent residency (Green Card holder) as a condition of employment. We are unable to sponsor work visas or provide support for OPT/CPT programs for this role.

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)

Philosophy

KAR Wealth Advisors offers a personalized wealth management experience by leveraging our firm's extensive resources and talented team. We develop strong partnerships with our clients, offering expert guidance across key areas such as Investment Management, Retirement Planning, Tax and Estate strategies, as well as other important services.

Team Approach

The most important asset KAR has is the people. The culture is collaborative and respectful. The team is passionate about setting high standards for themselves and are proud to be part of this organization. They create the client experience as a team, and as a team, strive to make the best decisions for their clients.

Culture and Awards

• Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect.
• Ranked #3 on Barron's top 100 investment advisors.
• Ranked #7 of RIA firms by Forbes in 2024
• Wealth for Good Awards Best Corporate Social Responsibility program

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.