Asset Management Operations Specialist

Lenox Advisors, Inc.; Delray Beach (FL); On-site; USD 72,000 - 80,000; Full time

Benefits offered by this job

Competitive salary

PTO & paid holidays

401(k) with match

Health & wellness programs

Exclusive discount programs

Job summary

Lenox Advisors, Inc. in Delray Beach, FL, is seeking an Asset Management Associate to serve as the central contact for running operations within Lenox’s asset management division.

You will liaise with Relationship Managers, Asset Managers, Vendors, and end-clients to ensure accurate processing and exceptional service. The AMA will assist with new and existing business across led portfolios, fixed and variable annuities, and support the VP, Operations Manager on special projects while developing

Qualifications

• 1-3 years prior investment/client relationship/sales experience.
• Familiar with sophisticated investment solutions built for high net worth individuals.
• Proficiency in asset allocation strategies.

Responsibilities

• Assist new clients through the onboarding process and coordinate paperwork by account type.
• Act as liaison between Asset Managers and partners to ensure high-quality client service.
• Identify complex requests and escalate to Lenox Asset Management leadership when needed.
• Lead deposits/withdrawals and coordinate with advisors, vendors, and custodians.
• Generate client proposals with Relationship Managers and Asset Managers.

Skills

Relationship management

Onboarding process

CRM Mosaic

Vendor liaison

Investment programs knowledge

Tools

Mosaic

A360

ProGen

WealthScape

Envestnet

Tamarac

RightBridge

Broadridge

DST Vision

Job description

Lenox Advisors, Inc. in Delray Beach, FL, is seeking an Asset Management Associate to serve as the central contact for running operations within Lenox’s asset management division.

You will liaise with Relationship Managers, Asset Managers, Vendors, and end-clients to ensure accurate processing and exceptional service. The AMA will assist with new and existing business across led portfolios, fixed and variable annuities, and support the VP, Operations Manager on special projects while developing