Client Account Service Associate (LAM)

Americas
Asset Management
New York

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.

Internally, we’re known as the Account Services Group. We’re responsible for all of the activities associated with client onboarding. We help centralize all functional requests for our clients, making their customer experience as seamless as possible. We’re looking for a highly motivated individual to join our team, and help support the institutional side of our business.

 

We’ll trust you to:

  • Coordinate with various internal teams to ensure timely, compliant, and successful onboarding of new clients
  • Handle requests for compliance and due diligence (KYC)
  • Centralize workflow operations and streamline data collection and distribution processes
  • Actively maintain client account updates, working with custodians and 3rd parties
  • Keep an eye on the details and look for ways to enhance our operations

 

You’ll need to have:

  • 3 to 5 years of experience working in a client support function within Financial Services
  • Experience working with BPM software, such as Appian
  • Asset management operations, custodial and/or broker-dealer experience
  • In-depth knowledge of onboarding all types of derivative products for client accounts
  • Bachelor’s or advanced degree

 

Does this sound like you?

Apply! We’ll get in touch on the next steps.

 

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 $65,000 – 85,000 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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This opportunity is closed to applications.