Virtus Investment Partners
Senior Investment Adviser Associate-Client Service
Los Angeles · Senior
No sponsorship$72k-$95kDetected 35 days ago
AccessibilityCRMCommunication
About the role
- Although we value experience and skills, we also care about who you are.
- Kayne Anderson Rudnick Investment Management is seeking a Senior Investment Advisor Associate (Client Service) to join its Los Angeles office.
- The starting salary offer will vary based on the applicant's education, experience, skills, abilities, geographic location, internal equity, and alignment with market data.
Responsibilities
- Lead or contribute to firmwide and departmental projects.
- Maintain accurate client records in CRM systems and portfolio databases.
- Partner with management to enhance operational processes and service standards.
Requirements
- Provide comprehensive daily client service, including transaction processing, cash management, tax-related activities, charitable gifting, required minimum distributions, account maintenance, and custom reporting.
- Bachelor's degree required.
Nice to have
- Series 7 preferred.
Compensation
- 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.
Benefits
- 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
- Strong understanding of equity, fixed income, and alternative investments.
Company info
- We are unable to sponsor work visas or provide support for OPT/CPT programs for this role
Visa & Work Authorization
- We are unable to sponsor work visas or provide support for OPT/CPT programs for this role
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This listing is sourced directly from Virtus Investment Partners's careers page and normalized into a canonical job model.