Assistant Vice President Client Service
About the job
- A bachelor's degree or related experience is required; a degree in finance, economics, or a related field is preferred.
- At least 5 years of financial-services experience with demonstrated quality control and process proficiency.
- Strong computer skills, including proficiency with Microsoft Office Suite.
- Advanced expertise with customer relationship management systems and custodial platforms.
- Knowledge of the registered investment adviser business model and service delivery.
- Excellent organizational and time-management skills.
- Commitment to professional growth and leadership development.
- Expert client orientation and focus on creating impactful client experiences.
- Professional verbal and written communication skills.
- Ability to resolve complex issues professionally and effectively.
- Interpersonal savvy and relationship-development skills.
- Advanced organizational, planning, and prioritization skills.
- Ability to deliver quality work urgently while meeting high standards.
- Ability to manage multiple complex tasks accurately and meet deadlines.
- Advanced problem-solving and independent decision-making capabilities.
- Advanced technical proficiency in relevant systems and custodian platforms.
- Ability to learn quickly when facing new challenges.
- Openness to change and continuous improvement.
- Technology orientation and commitment to incorporating best practices.
- Leadership skills to mentor and develop team members.
- Ability to apply strategic thinking to operational challenges.
- Own end-to-end account onboarding for complex clients, including preparing advisory agreements and custodial account agreements.
- Manage custodial inquiries and account maintenance through resolution, including retirement coding reconciliations and complex account maintenance.
- Handle asset movement requests with clients and custodians from initiation to completion, including checks, wires, automated clearing house transfers, journals, and complex transactions.
- Process retirement account rollovers, reconcile transferred assets, and complete annuity rollovers using independent judgment.
- Facilitate separately managed account and subdocument processing, including client profile sheets and private investment subscription documents.
- Coordinate client offboarding notifications and manage returned mail and abandoned-property accounts.
- Communicate proactively with clients and advisor teams about account-related matters, anticipate needs, and deliver solutions.
- Ensure the accuracy and timeliness of all custodian work.
- Resolve complex client issues independently without escalation.
- Maintain expert-level technical knowledge of operational matters.
- Stay current with custodial bulletins, procedures, and industry developments.
- Understand and comply with financial regulations.
- Protect client privacy and security with due diligence.
- Demonstrate advanced expertise in company systems, including customer relationship management systems, custodian websites, and other relevant technological resources.
- Maintain required compliance logs and supporting documentation.
- Lead process-optimization initiatives to improve operational efficiency.
- Lead client meetings within areas of expertise.
- Train and mentor Client Service Associates and Senior Client Service Associates.
- Provide additional support to Advisor Associates, Lead Advisors, and Service Advisors.
- Lead process-improvement initiatives and develop best practices.
- Document, develop, and improve standard templates, policies, procedures, and materials.
- Champion adoption of new technology solutions.
- Serve as the team's subject matter expert on complex operational matters.
About the company
Aon provides risk management, retirement, and health solutions to businesses, governments, and individuals through consulting, brokerage, and software tools. It uses data and analytics to tailor insights and advice across risk assessment, benefits design, and workforce optimization, with revenue from fees and commissions. Its global footprint and mix of services enable integrated risk, retirement, and health solutions that go beyond firms focused on a single area. Its goal is to shape decisions to protect and enrich lives worldwide by helping clients manage risk and optimize benefits.
Company Size
10,001+
Company Stage
IPO
Headquarters
London, United Kingdom
Founded
1919
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Simplify's Take
What believers are saying
- USI adds $3 billion revenue and 10,500 employees across middle-market brokerage.
- Aon targets $395 million annual synergy from USI, accretive by 2028.
- Digital infrastructure demand keeps expanding, boosting Aon's lifecycle insurance programs into 2027.
What critics are saying
- Aon's $17 billion USI deal closes in Q4 2026, loading massive debt.
- S&P revised Aon to negative on August 31, 2026, after USI announcement.
- DOJ-style antitrust scrutiny follows Aon's broker consolidation after WTW collapse in 2021.
What makes Aon unique
- Aon's DCLP reached $5 billion in July 2026 for digital infrastructure.
- Aon launched PLP on September 28, 2026, bundling power-project insurance end-to-end.
- Aon pairs brokerage with analytics, risk engineering, and lifecycle risk-transfer programs.
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Benefits
- Hybrid Work Options
Growth & Insights and Company News
6 month growth
12%1 year growth
12%2 year growth
12%Marsh McLennan and Aon, the two big insurance brokers, earn fees for placing risk with underwriters rather than carrying it. Yet their recent results differ sharply, according to an Insider Monkey comparison. Marsh McLennan closed at $177.01 on October 13 and has returned 2% over six months. Aon closed at $274.71 and has returned -15.6%. Both trailed the S&P 500 ETF's 14.0% return. Marsh grew quarterly revenue 6.20%, against 2.20% at Aon, whose earnings fell 4.80%. Marsh's operating margin is 26.32%, against 23.46% at Aon. Aon trades at 13.48 times next year's earnings, against 14.97 for Marsh. The article argues the discount reflects Aon's weaker growth. Softening premiums remain a shared risk, since commissions are charged on premiums.
Aon, EBRD expand Ukraine war risk facility to €150m with MS Amlin. 13th October 2026 - Author: Kane Wells - Aon and the European Bank for Reconstruction and Development (EBRD) have expanded the Ukraine Recovery and Reconstruction Guarantee Facility (URGF) from €110 million to €150 million, boosting war risk reinsurance capacity that has supported nearly 10,000 policies covering goods and vehicles worth more than €500 million. Aon said the expansion comes at a critical time for Ukraine, which is facing intensifying Russian attacks on energy, transport, logistics and civilian infrastructure, alongside a renewed blockade of Black Sea ports. "The attacks have significantly strained Ukrainian businesses and the economy, and adequate war risk insurance is essential for businesses to manage their risks and ensure that their business activity can continue," the global professional services firm explained. Through the URGF, which is managed by Aon, the EBRD is providing global reinsurer MS Amlin with a guarantee covering losses on war-related risks underwritten by the local Ukrainian insurers participating in the facility. Aon noted that this enables the Ukrainian insurers to benefit from reinsurance coverage and expand their war insurance offering. "Premiums generated by these policies have exceeded claims reported to date, and MS Amlin has not called on the EBRD guarantee - a sign that the insurance market for war risk in Ukraine is functioning well," Aon added. With the expansion of the facility, Ukrainian insurance companies UNIVERSALNA (Fairfax Financial Group, Canada) and USG (Vienna Insurance Group) have joined previously announced local market participants INGO, Colonnade and UNIQA in driving the expansion of the product in the Ukrainian market. Aon said the facility has been expanded to cover the transportation and storage of gas-related assets, while also introducing a new line of business covering inventory held in temporary warehouse storage. For reference, the scheme already covers inland cargo, motor vehicle damage and railway rolling stock. The facility is backed by France, the United Kingdom, Norway and TaiwanBusiness-EBRD Technical Cooperation Fund and Switzerland. Meanwhile, the additional capacity is supported by donor coverage from the European Union under its Ukraine Investment Framework (UIF). Greg Case, President and CEO of Aon, commented, "With the war continuing to imperil the Ukrainian economy, war risk insurance is central to sustaining investment and building resilience in Ukraine. "We are proud to welcome UNIVERSALNA and USG to the expanded facility, which has already led to more than €500 million of reinsurance coverage for goods and vehicles across nearly 10,000 policies and will now protect more businesses, while preparing the country for recovery and reconstruction." Odile Renaud-Basso, President of the EBRD, said, "The URGF is a critical tool that helps businesses in Ukraine to manage their risk and continue operating in a war environment. We're pleased to work with our partners to expand the scheme and offer additional support to more companies amidst challenging operating conditions." Martin Burke, Chief Underwriting Officer, MS Amlin, added, "Ukrainian businesses continue to trade and invest despite the conflict, driving strong demand for war-risk insurance. Expanding the facility will allow local insurers to meet more of that demand and provide cover across a broader range of commercial risks. "This expansion is an important step towards building a broader, more sustainable market. Bringing in more reinsurers and additional capacity will be vital to supporting Ukraine's economic resilience and longer-term recovery." Oleksiy Muzychko, CEO of UNIVERSALNA, observed, "Reinsurance Group would like to express its sincere appreciation to the EBRD and Aon for their continued support. This initiative is especially important for Ukrainian businesses today, and for the agricultural sector in particular. "By joining this reinsurance program, we will increase our capacity to provide war risk coverage, enabling more businesses across Ukraine to access the protection they need to sustain operations and contribute to the country's economic resilience." Pavlo Nelga, CEO of USG, noted, "At USG, we strongly believe in the continued resilient development of Ukrainian business, and joining the expanded facility helps us better address current needs in Ukraine. We are grateful to our international partners for their continued support and for upgrading the facility for the Ukrainian insurance market. We look forward to remaining a strong partner in rebuilding the country after the war." Peter Höfinger, Deputy CEO of Vienna Insurance Group, said, "The renewed and intensified attacks on Ukraine's energy, transport and civilian infrastructure underpins the importance of functioning insurance solutions right now. Businesses need the ability to protect their assets and maintain operations even under these extremely difficult circumstances. Together with its strong partners Aon and EBRD, Reinsurance Group is helping to provide additional insurance capacity where it is urgently needed and, at the same time, supporting the resilience of the Ukrainian economy."
Howden appoints Emma Carpenter as Head of Superyachts, London. Howden Insurance Brokers Limited has announced the appointment of Emma Carpenter as Head of Superyachts, London. In her new role, Carpenter will lead Howden's London Superyacht team and join its Global Superyacht Executive Committee, helping to shape the continued development of its international proposition while supporting long-term succession planning. She brings more than two decades of industry experience, including extensive leadership experience and specialist expertise, alongside a strong reputation across the superyacht sector. Carpenter joins Howden after more than six years at Aon, where she served as Global Head of Superyachts. Prior to that, she spent 12 years at WTW as a Superyacht Insurance Broker. In a recent LinkedIn post, Daniel Whiteside, Managing Director - Global Practice Leader Marine, Cargo & Logistics at Howden, said, "Emma brings extensive leadership experience in the Superyacht sector and is currently Global Head of Superyachts at Aon, where she is completing her contractual obligations ahead of joining Reinsurance Group in October. "Her appointment reflects its continued investment in specialist expertise and further strengthens the leadership of its Superyacht business at an exciting stage in its growth. Emma's experience, market reputation and client focus will be invaluable as Reinsurance Group continue to enhance its offering and build on the momentum of its global Superyacht strategy. "I'm excited for Emma to join Howden and look forward to the contribution she will make to our clients, colleagues and partners around the world."
Parametric specialist IBISA appoints Samdarshi Vikram Singh as India CEO. Luxembourg-headquartered parametric insurtech IBISA has appointed Samdarshi Vikram Singh as CEO for India to drive its next growth phase, according to a press release. Having been active in India sinc... To continue reading the full article and get full access to the InsuranceAsia News platform, please enquire about a subscription. Your company may already have a corporate license in place. * BMS Group taps Grant Robertson as executive broker * October 12 Robertson was formerly head of complex risks at Donaldson Brown. * Howden Re hires Titus Wu as associate director for APAC facultative * October 9 Wu relocated to Singapore from Hong Kong, where he was most recently an associate director at Aon. * Specialty MGA hires David Higgins to lead global bloodstock expansion * October 8 MNK Group's new portfolio will have a global remit, with a particular focus on opportunities in Australasia, the US, the UK, and Europe. * Marsh elevates Sonya Febbo to Australia head of authorised representatives for corporate, commercial * October 8 Melbourne-based Febbo previously spent over 15 years as managing director of XS Insurance, a corporate authorised representative of Marsh. Partner Content * Zurich | Why resilience will define the winners of Asia's clean energy transition Planning for future conditions from the outset can improve operational reliability, reduce potential disruption and protect long-term asset value. * Sedgwick | Captives in Asia: From Niche Solution to Strategic Risk Platform Captive insurance has evolved from niche tool to strategic risk infrastructure in Asia, with connected claims data seen as key to unlocking its full value. * BlackRock | Rethink the rules: how TAA and ETFs are reshaping portfolio construction BlackRock's Daniel Caderas and MSCI's Raman Aylur Subramanian explain why tactical asset allocation (TAA) and exchange-traded funds (ETF) have become essential as global markets fragment and static allocations lose their reliability. * BlackRock | Infrastructure comes of age for insurers Are insurers capturing full value from the asset class? BlackRock shares its perspective.
Jayavani Sarkar joins Aon as Head of Digital Marketing for GCC. 12 Oct 2026 Jayavani Sarkar has been appointed Head of Digital Marketing for the Gulf Cooperation Council (GCC) region at Aon, a global professional services firm known for risk, retirement and health solutions. The move, announced by industry outlet Exchange4Media, marks a significant reinforcement of Aon's digital capabilities in a market that is rapidly embracing technology-enabled insurance and advisory services. Sarkar brings over a decade of experience in crafting multi-channel campaigns for financial services, and her new role is expected to accelerate Aon's digital transformation agenda across the GCC. The GCC economies - particularly Saudi Arabia, the United Arab Emirates, Qatar and Oman - have witnessed a surge in digital adoption across consumer and B2B segments. According to recent reports, internet penetration exceeds 95 % and mobile commerce is expanding at double-digit rates. For insurers and risk managers, this translates into richer data streams, more personalized product offerings, and heightened expectations for seamless online experiences. By placing a seasoned digital strategist at the helm, Aon signals its intent to harness these trends, moving beyond traditional broker-centric models toward integrated, data-driven client journeys. Sarkar's background includes senior stints at leading fintech and insurance firms where she oversaw programmatic advertising, content ecosystems, and AI-powered analytics. Her expertise in aligning creative storytelling with performance metrics aligns with Aon's broader goal of delivering measurable ROI for its corporate clients. In practice, this could mean deploying predictive modeling to identify cross-sell opportunities, leveraging social listening tools to gauge market sentiment, and implementing automated lead nurturing workflows that shorten the sales cycle. For businesses operating in the GCC, Sarkar's appointment underscores the growing importance of partnering with advisors who can translate digital insights into actionable risk solutions. Companies should expect Aon to offer more granular audience segmentation, hyper-personalized communication, and real-time performance dashboards. These capabilities can help firms not only comply with evolving regulatory frameworks but also differentiate their value propositions in a crowded marketplace. From a marketing perspective, the shift highlights several practical takeaways. First, talent acquisition - especially leaders who blend creative acumen with data fluency - remains a competitive advantage. Second, integrating digital marketing with core service delivery can unlock new revenue streams; for insurers, this might involve bundling risk assessments with digital risk-mitigation tools. Third, investing in marketing technology stacks - such as CDPs, marketing automation platforms, and advanced analytics - will be essential to sustain the pace of innovation that Aon now aims to champion. The broader implication for the region's digital ecosystem is a reinforcement of the talent pipeline. Universities and professional training institutes in the GCC are likely to see increased demand for curricula that blend marketing, data science, and financial services knowledge. Companies that nurture such interdisciplinary skill sets will be better positioned to collaborate with firms like Aon, which are actively seeking partners capable of co-creating digital solutions. In summary, Jayavani Sarkar's elevation to Head of Digital Marketing - GCC at Aon reflects a strategic bet on digital excellence in a high-growth market. For businesses, the message is clear: digital marketing is no longer a peripheral function but a core driver of risk management, client acquisition, and long-term profitability. Organizations that align their marketing investments with data-centric strategies will be best placed to reap the benefits of Aon's enhanced digital focus across the Gulf region.