Investment Consulting Client In-Take Manager

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 Aon is looking for an Investment Consulting Client Intake Manager  Job Responsibilities:Responsible/accountable for the overall client intake processManage intake admin team who take care of day-to-day intake tasksManage some new client intakes directlyCollaborate with other groups to ensure successful client intake process (Delegated Ops, Sales, Finance, Compliance)Run periodic audits to ensure all required clients have completed intake processContinue to enhance the intake process as needed to increase efficiencies and better support internal business requirements associated with bringing on new clientsServe as main resource/point of contact for AIUSA internal SharePoint tools and resourcesHelp/educate colleagues with SharePoint sites/tools as neededManage SharePoint lists/data that support business processesComplete initial audit of permissions/access across all internal SharePoint sites; develop process for and conduct periodic reviews of user accessDevelop/manage Power Automate flows to support/increase efficiencies of business workflowsSupport and/or serve a project manager for other ad hoc business process projects/activities, such as: Internal Audit, business process monitoring, data management, network drive access, etc.Qualifications:Bachelor’s degree and/or meaningful experience with implementing processes in an organizationOutstanding technical and analytical skillsAccuracy and attention to detailExcellent communication skillsExperience with technology solutions such as Microsoft suite of programs and SharePoint We offer you A competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization. The salary range for this position is $58,100 to $77,500 annually. This salary range is an estimate and the actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data.  The salary may also be adjusted based on applicant’s geographic location.  The salary range reflected is an estimate, based on a primary work location of [State/Region].  The actual salary may vary for applicants in a different geographic location. This position is eligible to participate in one of Aon’s annual incentive plans.  The amount of the incentive varies and is subject to the terms and conditions of the applicable incentive plan. Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; medical, dental and vision insurance, various types of leaves of absence, paid time off, including sick days and vacation days, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts,  employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions.  Eligibility for benefits are governed by the applicable plan documents and policies.  Our Colleague Experience: From helping clients gain access to capital after natural disasters, to creating access to health care and retirement for millions, Aon colleagues empower results for our clients, communities, and each other every day.  They make a difference, work with the best, own their potential, and value one another.  This is the Aon Colleague Experience, defining what it means to work at Aon and realizing our vision of empowering human and economic possibility. To learn more visit Aon Colleague Experience. About Aon: Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance. Aon provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, or domestic partner status.  Aon is committed to a diverse workforce and is an affirmative action employer. People with criminal histories are encouraged to apply.  Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. 2508345,qualifications:UNAVAILABLE,responsibilities: Aon is looking for an Investment Consulting Client Intake Manager  Job Responsibilities:Responsible/accountable for the overall client intake processManage intake admin team who take care of day-to-day intake tasksManage some new client intakes directlyCollaborate with other groups to ensure successful client intake process (Delegated Ops, Sales, Finance, Compliance)Run periodic audits to ensure all required clients have completed intake processContinue to enhance the intake process as needed to increase efficiencies and better support internal business requirements associated with bringing on new clientsServe as main resource/point of contact for AIUSA internal SharePoint tools and resourcesHelp/educate colleagues with SharePoint sites/tools as neededManage SharePoint lists/data that support business processesComplete initial audit of permissions/access across all internal SharePoint sites; develop process for and conduct periodic reviews of user accessDevelop/manage Power Automate flows to support/increase efficiencies of business workflowsSupport and/or serve a project manager for other ad hoc business process projects/activities, such as: Internal Audit, business process monitoring, data management, network drive access, etc.Qualifications:Bachelor’s degree and/or meaningful experience with implementing processes in an organizationOutstanding technical and analytical skillsAccuracy and attention to detailExcellent communication skillsExperience with technology solutions such as Microsoft suite of programs and SharePoint We offer you A competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization. The salary range for this position is $58,100 to $77,500 annually. This salary range is an estimate and the actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data.  The salary may also be adjusted based on applicant’s geographic location.  The salary range reflected is an estimate, based on a primary work location of [State/Region].  The actual salary may vary for applicants in a different geographic location. This position is eligible to participate in one of Aon’s annual incentive plans.  The amount of the incentive varies and is subject to the terms and conditions of the applicable incentive plan. Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; medical, dental and vision insurance, various types of leaves of absence, paid time off, including sick days and vacation days, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts,  employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions.  Eligibility for benefits are governed by the applicable plan documents and policies.  Our Colleague Experience: From helping clients gain access to capital after natural disasters, to creating access to health care and retirement for millions, Aon colleagues empower results for our clients, communities, and each other every day.  They make a difference, work with the best, own their potential, and value one another.  This is the Aon Colleague Experience, defining what it means to work at Aon and realizing our vision of empowering human and economic possibility. To learn more visit Aon Colleague Experience. About Aon: Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance. Aon provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, or domestic partner status.  Aon is committed to a diverse workforce and is an affirmative action employer. People with criminal histories are encouraged to apply.  Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.,skills:UNAVAILABLE,workHours:UNAVAILABLE,jobBenefits:UNAVAILABLE,datePosted:2022-04-20T22:00:00 0000,employmentType:FULL_TIME,educationRequirements:UNAVAILABLE,salaryCurrency:USD,baseSalary:{@type:MonetaryAmount,currency:USD,value:{@type:QuantitativeValue,value:0,minValue:0,maxValue:0,unitText:YEAR}},validThrough:2023-04-20T22:15:07.000Z,industry:UNAVAILABLE,hiringOrganization:{@type:Organization,name:Aon Corporation,sameAs:****States}}}

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