Client Service Associate

Kayne Anderson Rudnick

Client Service Associate providing client services and operational support for investment strategies. Collaborating with service providers to ensure compliance and operational processes are effectively executed.

Posted 4/22/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $59,000 - $64,000 per yearWebsite

About the role

Key responsibilities & impact

Provide accurate, time-sensitive, and cost-effective services to our funds, college access, and offshore clients
Work closely with outsourced service providers (BNY Mellon, Computershare, others)
Research and provide information on operational processes as required
Draft policies and testing procedures to adhere to industry and compliance standards
Provide ongoing research of the mutual fund industry

Requirements

What you’ll need

FINRA Series 6 required (within 6 months of hire)
Effective interpersonal communication skills (oral/written)
Able to independently multitask and rapidly change focus as business needs dictate
Fluent in general office software including but not limited to Word, Excel, and report writing tools

Benefits

Comp & perks

Professional development opportunities
Meaningful financial rewards
Comprehensive package of benefits
Work-life balance
Physical, emotional and mental well-being

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

effective interpersonal communication skillsmultitaskingability to change focus

Certifications

FINRA Series 6