What are the responsibilities and job description for the Client Relations Associate position at Kayne Anderson?
Title: Client Relations Associate
Location: Boca Raton, FL – Full Time / In Office
About Kayne Anderson Real Estate
Kayne Anderson, founded in 1984, is a leading alternative investment management firm focused on real estate, credit, infrastructure, and energy. With a team defined by an entrepreneurial and resilient culture, Kayne Anderson’s investment philosophy is to pursue cash flow-oriented niche strategies where knowledge and sourcing advantages enable us to deliver above average, risk-adjusted investment returns. As responsible stewards of capital, Kayne Anderson’s philosophy extends to promoting responsible investment practices and sustainable business practices to create long-term value for our investors. Kayne manages $37 billion in assets (as of 1/1/2025) for institutional investors, family offices, high net worth and retail clients and employs 350 professionals.
General Position Responsibilities:
- Responsible for supporting Sales Representatives with relationship management, client service and sales activities on behalf of the firm’s Independent Wealth Channel (RIA), family offices and UHNW clients
- Assist with all preparation for client/prospect meetings
- Send follow-up materials such as presentations, client correspondence, financial and fee analyses, performance and attribution analyses, VDR information, etc.
- Prepare and distribute monthly and quarterly portfolio performance reports via emails, fact sheets, and quarterly portfolio review presentations
- Arrange existing portfolio review and prospecting meetings on a monthly/quarterly basis for portfolio managers and supply the pre-meeting materials
- Handle the routine client service requirements such as wire transfers, required distributions, subscription documents, redemption notices, etc.
- Ad hoc special projects
Qualifications & Experience:
- Salesforce experience highly preferred
- Must be familiar with custodian platforms like Schwab and Fidelity
- Exceptional relationship management and interpersonal communication skills, with the ability to represent the firm with credibility and professionalism
- Self-starter with strong project management skills and a collaborative, team-oriented approach
- Bachelor's degree required
Benefits
- Competitive medical, dental, and vision insurance
- Flexible spending accounts (dependent care, healthcare, limited purpose FSA)
- Accident and Critical Illness insurance
- Long Term Disability insurance
- Competitive 401(k) benefits
- Pet healthcare savings program
- Member’s Only Healthcare - healthcare navigation
- WellHub - corporate wellness platform
- $10,000 lifetime reimbursement for family forming services (e.g. IVF, adoption, surrogacy)
- Rocket Lawyer legal benefits
- Reimbursement of professional society memberships and exam fees
- Up to $10,000 matching annually for contributions to qualified non-for-profit organizations
- Parental leave
Employment with the company is contingent on the applicant being able to provide proof of eligibility to work in the United States at the time of hire.
Equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
Salary : $10,000