Kayne Anderson Rudnick
51 - 200 employees
Founded 1984
💸 Finance
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.
Client Service Associate – Mutual Fund Service Desk
🕒 May 6
🇺🇸 United States – Remote
💵 $59k - $64k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
📁 Client Services
🦅 H1B Visa Sponsor
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Kayne Anderson Rudnick
51 - 200 employees
Founded 1984
💸 Finance
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 and clients • Work closely with outsourced service providers to ensure adherence to standards • Research and provide information on operational processes • Draft policies and testing procedures adhering to industry standards • Collaborate with Mutual Fund Services management
🎯 Requirements
• Bachelor's degree preferred • FINRA Series 6 required (within 6 months of hire) • Mutual fund experience and transfer agency service provider expertise preferred • Effective interpersonal communication skills (oral/written) • Ability to independently multitask • Proficiency in general office software including Word and Excel
🏖️ Benefits
• Professional development opportunities • Meaningful financial rewards • Comprehensive package of benefits supporting work-life balance and well-being • A diverse, inclusive, and respectful work environment
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