Client Account Services Associate

Associate / Junior

|

In Office

Meytier Premier Employer

Working there

About This Workplace

Meytier Partner

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
  • 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
  • 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


Is this job not quite the right fit? No worries, Meytier has hundreds of active, open jobs. Browse more opportunities here. If you’d like to connect with a Meytier champion for help in your job search, create an account here.

© 2024 Meytier - All Rights Reserved.
   Privacy Policy    Terms Of Use