Institutional Client Group - Client Account Manager (LAM)

Lazard Asset Management operates in 41 cities across 26 countries. Our investment personnel manage over US $200 billion across a wide range of global, regional and country-specific strategies - both traditional and alternative - in listed equity and fixed income. At Lazard Asset Management, we pride ourselves in balancing the feel of a small firm with the scale of a large global organization. Our entrepreneurial culture and flat management structure foster an environment in which good ideas can take flight, no matter where they come from.

We're looking for a highly motivated individual to join our Canadian Client Group, as a Client Account Manager to help support our Canadian client business. This is an exciting and dynamic role that will position you to be aligned with the broader Sales and Marketing team to manage the servicing side of our client relationships. You will work lock and step with the business development side of the Sales and Marketing team, as a valued member of the firm’s success.

We’ll trust you to:

• Primarily focus on the Canadian marketplace
• Coordinate with various internal stakeholders for client account onboardings to ensure timely, compliant, and successful onboarding of new clients
• Maintain integrity of client portfolios throughout their life-cycle, in partnership with internal stakeholders – including flow coordination, fee changes, guideline updates, reporting items and other ad hoc requests that may come in
• Deliver recurring reporting deliverables to clients by specified due dates, as well as timely and additive service updates as it pertains to their investment
• Actively work with advisors, custodians and other 3rd parties to facilitate material changes to accounts
• Centralize workflow operations and streamline data collection and distribution processes

You’ll need to have:

• Bachelor's or advanced degree  
• French language skills preferred
• 2 to 4 years of experience working in a client service function within Financial Services OR 3-7 years of experience working in a client service role within Financial Services
• Asset management operations experience, with additional exposure to relationship management, as it relates to client retention
• Experience working with Business Process Management software and Client Relationship Management systems, such as Appian and Salesforce
• In-depth knowledge of managing client expectations with account onboardings for various types of investment accounts (Separately Managed, Commingled Vehicles etc.,) and investment strategies (Equities, Fixed Income, Alternative Investments etc.,.)
• Keen attention to detail with the ability to prioritize for various different projects

Diversity and Inclusion at Lazard

Lazard is an intellectual capital business focused on delivering the best advice and solutions to clients. Achieving these objectives requires us to identify, develop and retain the best talent. A workforce comprised of people with varied backgrounds and experiences creates a rich diversity of thought that empowers us to challenge conventional wisdom, as diverse perspectives lead to better decisions.

Our appreciation of diversity’s strength is ingrained in our multi-cultural heritage. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respect for individual differences, which has been core to our success for several decades.

The ongoing cultivation of diversity and an inclusive, equitable culture are essential to our continued growth. We are committed to sustaining an environment in which all employees – regardless of socioeconomic status, race, color, nationality, religion, gender, sexual orientation, physical abilities, veteran or military status – can bring their whole selves to work to maximize their individual potential and our collective success.

We expect the base salary range for this role to be approximately $95,000 – 125,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant’s years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role. Base salary is one component of Lazard Asset Management’s compensation package, which also includes comprehensive benefits and may include incentive compensation.

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