Client Service Associate, Mutual Fund Service Desk

Job not on LinkedIn

🔥 47 minutes ago

🇺🇸 United States – Remote

💵 $58k - $64k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

📁 Client Services

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 1%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Kayne Anderson Rudnick

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1984

💼 Consulting

💸 Finance

Consulting • Finance • Investment Management

Kayne Anderson Rudnick is a registered investment adviser with the U. S. Securities and Exchange Commission, known for its investment management and wealth management services. The company offers a range of investment strategies focusing on high-quality, high-conviction portfolios such as small-cap core, small-cap sustainable growth, and mid-cap core strategies. With over 30 years of experience, Kayne Anderson Rudnick emphasizes a long-term investment philosophy, fundamental research, and risk management. The firm has been recognized for its performance, ranking among the top independent advisors and RIA firms in the United States. The company provides financial planning, investment advisory, executive services, and consulting to help clients achieve their financial goals.

📋 Description

• Provide accurate, time-sensitive, and cost-effective services to mutual funds, college access 529 and offshore clients, company stockholders, and intermediaries through inbound call-center calls and written inquiries • Work with outsourced service providers including BNY Mellon, Computershare, and Broadridge to ensure adherence to quality and quantity standards • Research and provide information on operational processes • Ensure service providers’ policies and procedures are followed • Draft policies and testing procedures aligned with industry and compliance standards • Work with Mutual Fund Services management to develop functional compliance and operational processes • Ensure processes satisfy corporate policies, SEC, FINRA, and other applicable regulatory requirements • Research the mutual fund industry to remain current with industry standards, laws, and regulations • Service multiple product lines including open-end and closed-end funds, college access savings, variable insurance funds, offshore mutual funds, and corporate stock clients

🎯 Requirements

• FINRA Series 6 required within 6 months of hire • Bachelor's degree preferred • Mutual fund experience preferred • Transfer agency service provider expertise preferred • Effective oral and written interpersonal communication skills • Ability to collaborate and positively influence diverse audiences internally and externally at all levels • Ability to independently multitask and rapidly change focus as business needs dictate • Fluency in general office software, including Word, Excel, and report writing tools • Strong potential to independently develop new software skills • U.S. citizenship or lawful permanent residency (Green Card holder) required • Unable to sponsor work visas or support OPT/CPT programs

🏖️ Benefits

• Medical, dental, and vision coverage beginning on the first day of employment • 401(k) plan with competitive company match and immediate vesting • Company-paid life and disability insurance • Supplemental insurance options • Health Savings Account with company contributions • Flexible Spending Accounts, including Dependent Care FSA • Wellness program • Tuition reimbursement • 24/7 Employee Assistance Program • Adoption assistance • Paid family care time • Paid volunteer days • Professional development opportunities • Annual incentive plan eligibility