Sr. Associate, Client Service

Aon
United States
Workplace: OnsiteFull timeUSD 70,000 - 85,000 annuallyFunction: Solutions Engineering & Sales EngineeringExperience: 2-5 yearsEducation: bachelorsSkills: ["Client orientation","Communication","Professionalism","Organizational skills","Problem-solving"]

Own end-to-end client account onboarding and ongoing maintenance for custodial relationships, from preparing advisory and custodial agreements to resolving inquiries and maintaining accurate account records. Handle asset movement requests, retirement coding reconciliations, rollovers, and separately managed account/subdocument processing. Provide proactive, professional communication with clients and advisor teams, maintain compliance and privacy diligence, and support process improvement through documentation and technology adoption.

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FursaFursa
Aon
Aon
7 hours ago

Sr. Associate, Client Service

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Last checked: 2 hours agoStatus: Live

Job Summary

Own end-to-end client account onboarding and ongoing maintenance for custodial relationships, from preparing advisory and custodial agreements to resolving inquiries and maintaining accurate account records. Handle asset movement requests, retirement coding reconciliations, rollovers, and separately managed account/subdocument processing. Provide proactive, professional communication with clients and advisor teams, maintain compliance and privacy diligence, and support process improvement through documentation and technology adoption.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Own end-to-end account onboarding, including preparation of advisory agreements and custodial account agreements.
  • •Manage custodial inquiries and account maintenance, including complex/escalated matters and retirement coding reconciliations.
  • •Handle asset movement requests and complete retirement rollovers and reconciliation of transferred assets.
  • •Facilitate separately managed account processing and coordinate offboarding notifications and returned mail/abandoned property accounts.
  • •Maintain technical expertise in operational processes, ensure compliance with financial regulations and privacy/security, and provide mentorship and process improvement input.

Pay and Benefits

Salary: USD 70,000 - 85,000 annually
Perks:Paid Leave401k

Key Requirements

  • •Bachelor's degree, or related experience preferably in finance or economics.
  • •2-5 years of experience in financial services or a related field.
  • •Experience with CRM systems and custodial platforms.
  • •Strong professionalism and verbal/written communication skills for client interactions.
  • •Excellent organizational and time-management skills with the ability to prioritize multiple tasks accurately.
Experience:2-5 yearsFinancial services
Education:Bachelor's
Skills:Client orientationCommunicationProfessionalismOrganizational skillsProblem-solving
Tech Stack:CRMMicrosoft Office SuiteCustodian 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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