Aon

3 weeks ago

AVP, Client Service

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 9 hours agoStatus: Live

Job Summary

Lead and supervise Client Service Associates to ensure clients receive consistently exceptional service. Act as a Client Service lead for an assigned client group while coordinating day-to-day oversight, workload distribution, and backup coverage. Drive performance management through coaching, feedback, and reviews, and contribute ideas to improve team processes. Serve as escalation point for challenging issues and use CRM tools to manage onboarding, offboarding, and requests.

Location: Los Angeles

Workplace: Hybrid

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Sr. Director level

Key Responsibilities

•Continue acting as a Client Service Associate for assigned clients.
•Lead a team of Client Service professionals and optimize client service operations and coverage.
•Conduct performance management for direct reports, including goal setting, feedback conversations, and performance reviews.
•Support compensation recommendations (bonuses and increases) and communicate decisions with team members.
•Serve as an escalation point for challenging client service issues and collaborate on process improvements; use CRM for client and task management.

Pay and Benefits

Salary: USD 80,000 - 115,000 annually

Perks:Paid Leave401kWellness Stipend

Key Requirements

•Previous back-office operations or executive/administrative assistant experience, including exposure to financial planning and/or the securities industry.
•High-touch, direct client experience and understanding of fee-only fiduciary value.
•Previous supervisory experience managing teams is a plus.
•Strong technical skills and comfort navigating software applications and systems.
•Proficiency in Microsoft Office; experience with CRM, portfolio management, and document management software is preferred.

Experience:Securities industryFinancial planning

Skills:LeadershipCommunicationOrganizational skillsProblem-solvingInfluence/consensus-building

Languages:En-us

Tech Stack:CRMMicrosoft OfficePortfolio managementDocument managementDashboard

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

Glassdoor: 3.9

Website LinkedIn Glassdoor

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Aon