Our affiliate, Kayne Anderson Rudnick is in search of a New Account Onboarding Specialist in their LA office.
Century City-based wealth and investment management firm with over $60 billion in assets under management is seeking an exceptional individual to join our Wealth Advisory Group as a New Account Onboarding Specialist.
The successful candidate will work as part of a growth-focused advisory team to provide a professional and exceptional level of client service to affluent investors.
As a New Account Onboarding Specialist, you will assist the wealth advisory group with opening up new accounts.
The ideal candidate should have working knowledge/or understanding of incoming transfers of accounts through ACAT, non-ACAT systems and experience in the financial services industry, coupled with demonstrable customer service skills and experience.
DUTIES AND RESPONSIBILITIES:
· The successful candidate will develop the skills necessary to perform as a New Account Onboarding Specialist including the following: Act as primary service related and administrative contact for high-net-worth investors and their professional advisors (CPA’S, business managers, attorneys) specializing in onboarding.
· Open new accounts and monitor progress.
· Prepare and process custodial and internal new account forms and review all new account paperwork to ensure documents are complete and in good order.
· Verify accounts are fully funded via check deposit, wires, EFT’s, or ACAT/non-ACT transfers to ensure that all applicable accounts moved as expected.
· Support our service teams with questions on transfers processed or pending requests.
· Maintain and update client files, CRM and other portfolio data, as needed.
· Collaborate with management to improve practices and procedures.
MINIMUM QUALIFICATIONS:
· Bachelors’ Degree required
· Some exposure and demonstrated interest in the financial markets in a classroom or internship setting.
· Strong interest in learning about capital markets and financial services.
· Excellent verbal and written communication skills.
· Strong interpersonal, organizational and quantitative skills.
· Strong attention to detail, math aptitude, and the ability to multi-task.
· Strong client service mind-frame.
· Experience in the financial industry and/or processing in a high volume and deadline driven environment.
· Ability to develop positive working relationships and works well in a team setting.
· Independent, self-starter, possessing initiative, drive, composure and enthusiasm.
· Proficiency in Excel and Word.
· Familiarity with Fidelity and/or Charles Schwab forms (preferred)
BENEFITS:
· Competitive salary
· 401k plan
· Medical/Dental
· Paid Parking
· Potential for bonus participation
A competitive compensation will be offered.
Details will be discussed at the appropriate time with interested, qualified candidates.
For additional general information on Kayne Anderson Rudnick, please access the firm’s web site at .