Client Service Associate

Aon
United States
Workplace: HybridFull timeUSD 65,000 - 90,000 annuallyFunction: Solutions Engineering & Sales EngineeringExperience: 1-3 yearsEducation: bachelorsSkills: ["Relationship building","Communication","Adaptability","Sound judgment","Problem-solving"]

Support Institutional Investment Consultants by handling client account administration, trading and transfer requests, and ongoing client servicing. Serve as a liaison between clients and custodians, draft trade paperwork and subscription materials, and maintain accurate records in CRM and shared workflows. Provide timely proactive communication, run reports, coordinate client meetings and audits, and use AI tools to streamline operations while upholding compliance and high service standards.

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FursaFursa
Aon
Aon
2 days ago

Client Service Associate

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 7 hours agoStatus: Live
Reposted: similar role first listed 2 weeks ago

Job Summary

Support Institutional Investment Consultants by handling client account administration, trading and transfer requests, and ongoing client servicing. Serve as a liaison between clients and custodians, draft trade paperwork and subscription materials, and maintain accurate records in CRM and shared workflows. Provide timely proactive communication, run reports, coordinate client meetings and audits, and use AI tools to streamline operations while upholding compliance and high service standards.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Entry level

Key Responsibilities

  • •Serve as a liaison between custodians and clients by maintaining client records and authorized signers and managing recurring distributions and account openings.
  • •Assist with money movement requests, including wires, electronic funds transfers, journals, DTC, ACAT, and non-ACAT transfers while following compliance policies.
  • •Draft investment trade paperwork and support hedge fund/private equity subscription agreement paperwork in accordance with compliance policies.
  • •Provide timely follow-up and proactive communication as a knowledgeable resource for clients and colleagues.
  • •Maintain and update client records and activities in the CRM/shared folders, run reports, and support daily portfolio administration and coordination of client meetings and projects.
Travel: Low travel

Pay and Benefits

Salary: USD 65,000 - 90,000 annually
Perks:Paid Leave401k

Key Requirements

  • •Bachelor’s degree or relevant work experience.
  • •1–3 years of investment consulting or financial industry experience.
  • •Proficiency in Microsoft Suite.
  • •Broad investment knowledge including mutual funds, investment managers, and 401(k) and/or Defined Benefit Plan administrative procedures.
  • •Previous CRM, Advent Axys, Adobe, and custodial portal experience is a plus.
Experience:1-3 yearsInvestment consultingFinancial servicesWealth management
Education:Bachelor's
Skills:Relationship buildingCommunicationAdaptabilitySound judgmentProblem-solving
Tech Stack:Microsoft SuiteCRMAdvent AxysAdobeCustodial portal

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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