Client Service Associate – Onboarding & Ops

AON PLC; Bestgate Terrace (MD); On-site; USD 50,000 - 78,000; Full time

Benefits offered by this job

Competitive salary

PTO & paid holidays

401(k) with match

Job summary

AON PLC is looking for a Client Service Associate in Bestgate Terrace, Maryland. This role supports advisor teams through account operations and onboarding, building foundational skills in client communication and technical knowledge.

The ideal candidate should have a Bachelor’s degree in Finance or Economics, relevant experience in financial services, and strong computer skills. The position offers a competitive salary, PTO, and 401(k) with match among other benefits.

Qualifications

• Bachelor’s degree in Finance, Economics, or a related field preferred.
• Relevant experience in financial services or a related industry.
• Strong computer skills, including proficiency with Microsoft Office Suite.

Responsibilities

• Process account onboarding, including preparation of Advisory Agreements.
• Manage custodial inquiries and account maintenance through resolution.
• Handle asset movement requests with clients and custodial level.

Skills

Client orientation

Strong computer skills

Organizational skills

Communication skills

Education

Bachelor’s degree in Finance, Economics, or a related field

Tools

Microsoft Office Suite

CRM systems

Job description

AON PLC is looking for a Client Service Associate in Bestgate Terrace, Maryland. This role supports advisor teams through account operations and onboarding, building foundational skills in client communication and technical knowledge.

The ideal candidate should have a Bachelor’s degree in Finance or Economics, relevant experience in financial services, and strong computer skills. The position offers a competitive salary, PTO, and 401(k) with match among other benefits.