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Asset Management Associate
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- Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families.
- Communicate with clients, Relationship Managers, Asset Managers, Vendors, and MMLISI (broker-dealer) during the new account onboarding process
- Client service includes client calls, transaction processing and the accurate recording in our proprietary CRM (Mosaic), inquiry response/research and account maintenance
- Directly support VP, Operations Manager in the completion of special projects as required
- Serve as an operational resource to Relationship Managers directly conducting Asset Management business without the assisted involvement of an Asset Manager
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