Investment Advisor Associate

Investment Advisor Associate – Client Service Support We value experience and skills, but are equally focused on who you are. Our team thrives on hard work, support, and shared values. DUTIES AND RESPONSIBILITIES Act as primary service-related and administrative contact for high-net-worth investors and their professional advisors (CPAs, business managers, attorneys). Lead or participate in department or firm-level projects. Open new accounts and monitor progress. Provide daily client service including depositing investments, calculating withdrawals, handling cashiering needs, facilitating tax trading, charitable gifting, required minimum distributions, special requests, account re-registrations, cost basis step up, custom report creation, address changes, and account terminations, and prepare tax analysis reports. Execute asset-allocation changes based on Advisor recommendation and monitor progress. Schedule Advisor-Client meetings and prepare portfolio review book materials. Attend in-house or off-site meetings or events as requested by Advisor. Maintain and update client files, CRM and other portfolio data. Collaborate with management to improve practices and procedures. MINIMUM QUALIFICATIONS Undergraduate degree. 2-4 years of client-service experience with high-net-worth individuals at an investment management firm, private bank, or broker-dealer with a history of increasing responsibilities. Fundamental knowledge of equity and fixed-income markets and alternative asset classes. Knowledge of nuances in setting up various account registrations, including required documentation and limitations. Experience with paperwork and workflows associated with custodians such as Charles Schwab and/or Fidelity Investments. Commitment to, and demonstrated history of, providing the best service levels to clients and internal constituents. BENEFITS Competitive pay, medical, dental, and vision insurance. Life and disability insurance. Health savings account with company match. Flexible spending accounts including dependent care. Wellness program. Tuition reimbursement. 24-hour employee assistance program. Adoption assistance. Paid family time and paid volunteer days. Gym onsite with fully stocked kitchen and lunch provided. Hybrid 3/2 remote. EEO STATEMENT KAR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. #J-18808-Ljbffr Virtus Investment Partners, Inc