Senior Investment Advisor Associate Client Service (Hybrid)

Jacobs Solutions

Los Angeles, CA

JOB DETAILS
SKILLS
Customer Support/Service, Investment Management, Investment Services, Onboarding, Plan Meetings, Service Delivery
LOCATION
Los Angeles, CA
POSTED
1 day ago

Kayne Anderson Rudnick Investment Management is seeking a Senior Investment Advisor Associate (Client Service) in Los Angeles to support a growth‑oriented advisory practice by delivering exceptional service to affluent clients and their professional advisors. You will manage onboarding, processing, and daily client service while coordinating meetings and reporting.The ideal candidate has at least five years of client service experience in investment management, with strong knowledge of#J-18808-Ljbffr

About the Company

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Jacobs Solutions