Junior Asset Management Associate

About the Role

Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP, an Aon company, we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique.

The Jr. Asset Management Associate will work directly with the SVP, Broker Dealer Operations & Solutions and Senior Asset Management Associate, Team Lead to successfully service existing clients and onboarding new clients who are placing their trust in Lenox Advisors to take care of their total investment needs. The Jr. Asset Management Associate shall demonstrate proficiency in all client service processes, systems, and procedures. In addition, the Jr. Asset Management Associate will build proficiency in all new client onboarding processes, systems, and procedures to ultimately develop in the Asset Management Associate role. Special projects may be assigned at the discretion of Lenox leadership.

Responsibilities

• Develop proficiency in all existing client service processes, systems, and procedures.
• Learn to manage RM/Client work items with expediency and superior customer service.
• Develop Lenox Asset Management (LAM) subject matter expertise, start to build a strong understanding of the LAM service processes, systems, and procedures.
• Begin to develop a strong understanding of the MMLIS platform, services, and personnel.
• Builds proficiency in new client onboarding processes, systems, and procedures.
• When trained and required, support AMA team to onboard new investment clients.
• Learn to understand the relationships within the firm and LAM team including Relationship Managers, Asset Managers, neighboring departments, MMLISI, and vendors as well as the end client.

Requirements

• College Degree
• Maintains / Pursuing Professional Investment-focused Designation
• 1-3 years prior experience within financial services
• Previous operations experience and providing a high level of client service is preferred
• Series 7 and 66 (preferred)
• Life, Accident, and Health Insurance License (preferred)

Skills

• LAM and MMLIS subject matter expertise as it relates to existing client service processes, systems, and procedures.
• Knowledge of various investment product characteristics and behavior in various market environments.
• MOSAIC: Intermediate skills related