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Asset Management Professional
2 months ago
The Asset Management Associate (AMA) role serves as the primary point of operational execution and success for the Lenox Asset Management department. Based on a team approach, AMAs' daily duties include liaising with a variety of internal and external parties and must maintain the highest level of organization and communication skills.
Key Responsibilities- New Client Onboarding: Assist new clients through the new relationship onboarding process, understanding what paperwork is needed for every new account by investment and account type when a new account request is made.
- Liaison and Communication: Acts as liaison between Asset Managers and other business partners and subsidiaries to ensure that high-quality and comprehensive client service is provided to our clients in accordance with defined parameters.
- Problem-Solving and Escalation: Be able to quickly identify complex requests regarding investment accounts, contributions, and distributions, and promptly escalate to Lenox Asset Management Leadership when necessary.
- Account Management: Manage all additional deposits and withdrawals from clients' existing accounts through submission, tracking, and communicating with Clients, Relationship Managers, Asset Managers, and Vendors.
- Proposal Generation: Generate client proposals with the direction of Relationship Managers and/or Asset Managers.
- Marketing and Education: Foster a developing understanding of the various investment programs available through Lenox Asset Management and provide assistance in regularly updating internal marketing platforms with timely marketing materials.
- Special Projects: Directly support VP, Operations Manager in the completion of special projects as required.
- Vendor Relationships: Develop relationships with Lenox vendors in order to facilitate the maintenance of clients' accounts.
- System Proficiency: Practice consistent usage of Lenox's proprietary CRM (MOSAIC) and other critical platforms and develop a functional understanding of how these systems interact with one another.
- Operational Support: Serve as an operational resource to Relationship Managers directly conducting Asset Management business without the assisted involvement of an Asset Manager.
- Technology and Innovation: Become proficient in evolving broker-dealer technology as pertains to new account onboarding and reporting, and accountable for maintaining best-of-breed knowledge on system functionality within various technology platforms.
- Education: College Degree
- Experience: 1-3 years prior investment/client relationship/sales experience
- Licenses and Certifications: Series 7 and 66 preferred
NFP is an inclusive Equal Employment Opportunity employer. We offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
