Client Service Associate - Lazard : Job Details

Lazard is one of the world's leading financial advisory and asset management firms. Our people make the difference. With just over 3,000 employees, our tight-knit community allows for professionals eager to learn and willing to teach to connect and grow together. We believe that diversity, equity, inclusion, and allyship are not just business imperatives - they are central pillars of our employee experience. Our entrepreneurial culture and flat structure allow creative ideas and original concepts 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.

The Client Service team at Lazard Asset Management is a client-facing group within our Operations organization, responsible for managing client interactions related to operations, compliance, and reporting. We are seeking a proactive associate to join this team, someone who is deeply invested in fostering strong client relationships and enhancing the client experience. As a member of our team, you will collaborate with sales, operations, and compliance departments to elevate Lazard's client service experience, ensuring exceptional ongoing support for our intermediary and institutional clients.

We'll trust you to:

* Provide comprehensive client service support for LAM's intermediary and institutional clients.

* Liaise between clients, LAM's sales teams, and infrastructure areas like operations, trading, technology, legal, compliance, and finance.

* Collaborate across teams to onboard new business and provide ongoing client support.

* Respond promptly to client inquiries and resolve issues professionally.

* Maintain accurate client data and internal systems for compliance, fee calculations, reporting, and disclosures.

* Prepare scheduled and ad hoc reports and complete due diligence questionnaires.

* Utilize investment knowledge to manage account-related matters and identify service enhancement opportunities.

* Lead initiatives to improve processes and the client service model.

* Ensure continuous collaboration with team members and internal stakeholders.

* Conduct competitive analysis to identify threats and opportunities.

* Coordinate client meetings and participate in special projects as needed.

You'll need to have:

* A Bachelor's or advanced degree, plus 1 to 3 years of experience in client service or operations within asset management.

* Familiarity with process management and CRM tools such as Appian and Salesforce.

* Keen attention to detail and the ability to prioritize multiple projects.

* Strong verbal and written communication skills for effective collaboration with partners, clients, and financial advisors.

* A client-focused, service-oriented mindset with a commitment to continual learning.

* A teamwork mentality, with the ability to build and maintain effective working relationships.

* Adaptability to work in a dynamic, multi-tasking environment with varying priorities and deadlines.

* Proficiency in using technology, including a strong working knowledge of Microsoft Office Suite.

What we offer

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.

We expect the base salary range for this role to be approximately $65,000 - 75,000 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.

Does this sound like you?

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

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 multicultural 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 175 years.

The ongoing cultivation of an inclusive culture are essential to our continued growth. We are committed to sustaining an environment in which all employees - regardless of socioeconomic status, race, ethnicity, nationality, religion, gender, gender expression, sexual orientation, physical abilities, veteran or military status - can maximize their individual potential, as well as our collective success.

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