Asset Management Operations Specialist

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

Benefits offered by this job

401(k) with match

PTO & paid holidays

Exclusive discount programs

Health & wellness programs

Job summary

Lenox Advisors seeks an Asset Management Associate to act as the central operations contact, coordinating onboarding, client service, and account maintenance across led portfolios and annuities. You will liaise with Relationship Managers, Asset Managers, and brokers to ensure timely and accurate processing.

The role requires 1–3 years in investment/client relations, strong organization, and the ability to advance broker-dealer technology and reporting tools.

Qualifications

• 1-3 years investment and client relationship experience.
• Familiar with investment solutions for high net-worth clients.
• Ability to develop asset allocation strategies.
• Strong organization and communication skills.

Responsibilities

• Onboard new clients and gather required paperwork for accounts.
• Coordinate with Relationship Managers, Asset Managers, vendors, and brokers.
• Manage deposits, withdrawals, wire transfers, ACATs, and rebalancing.
• Prepare client proposals with guidance from Relationship Managers/Asset Managers.
• Update internal marketing platforms with materials.
• Support VP, Operations Manager on special projects.
• Develop relationships with vendors to service clients' accounts.

Skills

Market knowledge

Mosaic CRM

Relationship mgmt

Fast learner

Problem solving

Customer service

Tech proficiency

HNW investments

Tools

Mosaic

A360

ProGen

WealthScape

Envestnet

Tamarac

RightBridge

Broadridge

DST Vision

Job description

Lenox Advisors seeks an Asset Management Associate to act as the central operations contact, coordinating onboarding, client service, and account maintenance across led portfolios and annuities. You will liaise with Relationship Managers, Asset Managers, and brokers to ensure timely and accurate processing.

The role requires 1–3 years in investment/client relations, strong organization, and the ability to advance broker-dealer technology and reporting tools.