Asset Management Associate — Client Onboarding & Operations

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

Benefits offered by this job

Competitive salary

401(k) with match

Health & wellness programs

Paid time off & paid holidays

Job summary

NFP Corp is seeking an Asset Management Associate based in New York, NY. This role serves as the primary operational execution point for the Lenox Asset Management department, handling responsibilities like client onboarding and account management. Effective communication and organization are essential as you'll work closely with financial advisors and internal teams.

Ideal candidates should have a solid understanding of equity and bond markets, alongside a proactive approach to problem-solving. A competitive salary between $72,000 – $80,000 is offered, along with additional incentives.

Qualifications

• 1-3 years prior investment/client relationship/sales experience.
• Solid understanding of equity and bond markets.
• Proactive; self-starter with problem-solving skills.

Responsibilities

• Assist new clients through the onboarding process.
• Act as liaison for high quality client service.
• Manage deposits and withdrawals from accounts.
• Generate client proposals with direction.
• Support VP, Operations Manager on special projects.

Skills

Equity and bond market understanding

MOSAIC proficiency

Client relationship management

Problem-solving

Self-starter

Education

1-3 years in investment/client relationship/sales

Tools

Mosaic CRM

Charles Schwab technology

Fidelity technology

Job description

NFP Corp is seeking an Asset Management Associate based in New York, NY. This role serves as the primary operational execution point for the Lenox Asset Management department, handling responsibilities like client onboarding and account management. Effective communication and organization are essential as you'll work closely with financial advisors and internal teams.

Ideal candidates should have a solid understanding of equity and bond markets, alongside a proactive approach to problem-solving. A competitive salary between $72,000 – $80,000 is offered, along with additional incentives.