Asset Mgmt Associate (Wealth) (Hybrid)

Aon
New York
Workplace: HybridFull timeUSD 72,000 - 80,000Function: Administration & Executive AssistanceExperience: 1-3 yearsSkills: ["Organization","Communication","Problem-solving","Self-starter","Sense of urgency"]

Serve as the primary operational execution point for the Lenox Asset Management team, supporting new and existing high-net-worth clients across managed portfolios and annuities. Coordinate onboarding and account maintenance by partnering with Relationship Managers, Asset Managers, vendors, and the broker-dealer. Process transactions, expediting wires and requests, maintain accurate CRM records, research inquiries, and help generate client proposals while escalating complex issues as needed.

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FursaFursa
Aon
Aon
2 months ago

Asset Mgmt Associate (Wealth) (Hybrid)

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Last checked: 6 hours agoStatus: Live

Job Summary

Serve as the primary operational execution point for the Lenox Asset Management team, supporting new and existing high-net-worth clients across managed portfolios and annuities. Coordinate onboarding and account maintenance by partnering with Relationship Managers, Asset Managers, vendors, and the broker-dealer. Process transactions, expediting wires and requests, maintain accurate CRM records, research inquiries, and help generate client proposals while escalating complex issues as needed.
Location: New York
Workplace: Hybrid
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Entry level

Key Responsibilities

  • •Assist new clients through the new relationship onboarding process and determine required paperwork by investment/account type.
  • •Liaise with clients, Relationship Managers, Asset Managers, vendors, and the broker-dealer to ensure high-quality client service.
  • •Perform client service activities including client calls, transaction processing, CRM (Mosaic) recording, inquiry response/research, and account maintenance.
  • •Manage deposits and withdrawals for existing accounts, including expediting wire transfers, distributions, ACATs, portfolio rebalancing, and redemption requests.
  • •Support proposals, special projects, vendor relationships, and continued proficiency in evolving broker-dealer and custodian technology.

Pay and Benefits

Salary: USD 72,000 - 80,000
Perks:Paid Leave401kHealth Insurance

Key Requirements

  • •1-3 years of prior investment/client relationship/sales experience.
  • •Solid understanding of equity and bond markets, trusts, and laws pertaining to security transfers.
  • •Familiarity with sophisticated investment solutions for high-net-worth individuals, including asset allocation strategy development.
  • •Ability to quickly identify complex requests and escalate to leadership when necessary.
  • •Comfort learning new systems and procedures, organizing workload efficiently, and maintaining strong client/relationship manager relationships.
Experience:1-3 yearsWealth managementInvestmentsHigh-net-worthInsurance services
Skills:OrganizationCommunicationProblem-solvingSelf-starterSense of urgency
Languages:English
Tech Stack:MosaicMMLISIA360ProGenWealthScapeEnvestnetTamaracRightBridgeBroadridgeDST VisionCharles SchwabFidelityACATs

Company Brief

Aon
Global professional services firm providing risk, retirement, human resources, and insurance brokerage solutions to clients worldwide, including consulting, reinsurance, and data-driven risk management services.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1982
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Glassdoor: 3.9
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