Account Services Associate

Lazard Careers • , NY

1d • $70,000 - $90,000

About The Position

Lazard is one of the world’s preeminent financial advisory and asset management firms. Our people and culture make the difference . While global in presence and reach, ours is a close, collaborative community of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward — and for careers to take flight. Many of the world’s leading investors — from individuals to institutions across the globe — have entrusted Lazard Asset Management. We pride ourselves in uncovering the best investment opportunities for our clients. The purpose of our asset management business is to help our clients invest for the future — whether it’s for retirement, to grow and preserve inter-generational wealth, or to benefit the organizations that make our world smarter, healthier and more sustainable. Lazard’s Account Services Group manages all activities associated with client onboarding and requests across various business units such as Accounting, Billing, Trading, Settlements, Reporting, and Legal/Compliance. 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 private client side of our business. The individual will be expected to work with third party providers, such as State Street, SEI, and various custodians.

Requirements

• Familiarity with working in a client support function within Financial Services
• Asset management operations, custodial and/or broker-dealer experience
• The ability to multitask and prioritize competing demands
• Strong problem-solving skills
• Strong grammar and written communication skills, attention to detail
• Bachelor’s or advanced degree
• Proficient in MS Office including Word, Excel, and MS Access.

Nice To Haves

• Knowledge of dual contract business, familiarity with applications like NetX360, Appian, onboarding, account maintenance a plus
• Prior experience with BPM Tools a plus.

Responsibilities

• 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

Benefits

• We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits.
• Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community.
• When you work for Lazard, you are working for an organization that cares about your unique talents and passions, and will continue to invest in the development of your career.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level