Associate, Client Service

Aon
United States
Workplace: HybridFull timeUSD 50,000 - 78,000 annuallyFunction: Solutions Engineering & Sales EngineeringEducation: bachelorsSkills: ["Client service orientation","Communication","Organizational skills","Attention to detail","Problem-solving"]

Support advisor teams and clients by handling account operations, onboarding, and ongoing maintenance. Process advisory agreement and custodial account onboarding, resolve custodial inquiries, and manage asset movement requests including checks, wires, and ACH. Help with retirement rollovers, separately managed account and subdocument processing, and offboarding coordination. Maintain accuracy, compliance documentation, and proactive client communication while building technical knowledge through training and mentorship.

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FursaFursa
Aon
Aon
2 months ago

Associate, Client Service

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Support advisor teams and clients by handling account operations, onboarding, and ongoing maintenance. Process advisory agreement and custodial account onboarding, resolve custodial inquiries, and manage asset movement requests including checks, wires, and ACH. Help with retirement rollovers, separately managed account and subdocument processing, and offboarding coordination. Maintain accuracy, compliance documentation, and proactive client communication while building technical knowledge through training and mentorship.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Entry level

Key Responsibilities

  • •Process account onboarding, including preparation of advisory agreements and custodial account agreements.
  • •Manage custodial inquiries and account maintenance, including retirement coding reconciliations and general maintenance.
  • •Handle asset movement requests from initiation to completion, including checks, wires, ACH, and journals.
  • •Support retirement account rollovers, reconciliation of transferred assets, and annuity rollovers with guidance.
  • •Assist with separately managed account and subdocument processing, and coordinate offboarding activities and client communications.

Pay and Benefits

Salary: USD 50,000 - 78,000 annually
Perks:Paid Leave401k

Key Requirements

  • •Bachelor’s degree in Finance, Economics, or a related field (preferred).
  • •Relevant experience in financial services or a related industry.
  • •Strong computer skills, including proficiency with Microsoft Office Suite.
  • •Experience with CRM systems and custodial platforms (preferred).
  • •Excellent organizational, time management, and attention to detail skills.
Experience:Financial services
Education:Bachelor's in Finance, Economics
Skills:Client service orientationCommunicationOrganizational skillsAttention to detailProblem-solving
Languages:En-us
Tech Stack:Microsoft OfficeCRMCustodial platformsCustodian websites

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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