Kayne Anderson Rudnick

Client Services Representative

• 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

Explore Client Service Associate, Mutual Fund Service Desk at Kayne Anderson Rudnick. Review requirements and application details.