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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.
Key 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.
Desired Profile:
Familiarity with working in a client support function within Financial Services
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
Knowledge of dual contract business, familiarity with applications like NetX360, Appian, onboarding, account maintenance a plus
Proficient in MS Office including Word, Excel, and MS Access. Prior experience with BPM Tools a plus.
Compensation Range:$60k – $85k
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