Asset Management Associate — Client Onboarding & Operations

AON; New York (NY); On-site; USD 72,000 - 80,000; Full time

Benefits offered by this job

401(k) with match

Health & wellness programs

PTO & paid holidays

Exclusive discount programs

Job summary

AON is looking for an Asset Management Associate in New York, NY, to ensure operational success in the Lenox Asset Management department. The role requires coordinating with internal teams and clients, managing onboarding processes, and maintaining comprehensive records.

The ideal candidate will have 1-3 years of experience in investment or relationship management with a solid understanding of equity and bond markets. A competitive salary ranging from $72,000 to $80,000 is offered, along with a focus on employee relationships and growth.

Qualifications

• Solid understanding of investment solutions for high-net-worth individuals.
• Ability to manage client proposals and onboarding processes efficiently.
• Experience in developing asset allocation strategies.

Responsibilities

• Assist new clients with account onboarding and paperwork.
• Act as liaison between Asset Managers and clients for service.
• Process transactions and maintain accurate records in CRM system.
• Manage client deposits and withdrawals, including wire transfers.
• Generate client proposals with the help of Relationship Managers.

Skills

Understanding of equity and bond markets

MOSAIC system proficiency

Organizational skills

Client relationship management

Proactiveness and problem-solving

Education

1-3 years prior investment/client relationship/sales experience

Tools

Mosaic

Charles Schwab

Fidelity

Job description

AON is looking for an Asset Management Associate in New York, NY, to ensure operational success in the Lenox Asset Management department. The role requires coordinating with internal teams and clients, managing onboarding processes, and maintaining comprehensive records.

The ideal candidate will have 1-3 years of experience in investment or relationship management with a solid understanding of equity and bond markets. A competitive salary ranging from $72,000 to $80,000 is offered, along with a focus on employee relationships and growth.