Asset Management Associate (Hybrid)
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About The Position
The Asset Management Associate will work directly with the SVP, Broker Dealer Operations & Solutions and Senior Asset Management Associate, Team Lead to successfully onboard and service new and existing clients who are placing their trust in Lenox Advisors to take care of their total investment needs. The Asset Management Associate shall demonstrate proficiency in all new client onboarding and service processes, systems, and procedures. In addition, the Asset Management Associate may assist leadership in developing and/or enhancing operational and service procedures, process documentation, and client communication standards. Special projects may be assigned at the discretion of Lenox leadership.
