Posting Description
Who We Are:

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.
Position Summary & Overall purpose:

This role is responsible for managing and supporting client transitions and reassignments to ensure a seamless, accurate, and client-centric experience. It combines analytical evaluation, data integrity, and operational coordination to align clients with appropriate Relationship Managers, maintain accurate system records, and guide stakeholders through the transition lifecycle. The position also contributes to process optimization, reporting, and communication efforts, helping enhance operational efficiency, reduce friction, and support consistent, high-...