Client Services Analyst - Lazard Wealth

Americas

Asset Management

New York

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.

Our wealth management business (Lazard Wealth) collaborates with our clients to help solve and simplify the complexities of wealth, while delivering sophisticated investment solutions and advice. We combine years of history and experience to help preserve and grow our clients’ wealth across generations. The principal areas of focus with clients are strategic advice and planning, investment management and direct private investments. Working in partnership with families, we customize an investment process that meets their specific needs.

We are seeking an Analyst to support the team’s relationship management efforts, investment coordination, and financial planning, among other responsibilities. In this role, you would be client-facing, and would be expected to interface with internal and external stakeholders with discretion, care, and pride in your work.

We’ll trust you to:

• Proactively own and execute on projects and logistics related to client portfolios including all areas of client’s wealth profile across investment management, wealth transfer, tax planning and insurance
• Generate monthly and quarterly client presentations including investment portfolio updates, market reviews and other relevant topics
• Close collaboration with Investment, Family Office Services, and Portfolio 7 Quantitative Analytics teams to gather and aggregate data for clients
• Coordinate with senior team members to respond to client requests/portfolio questions
• Proactively identify client needs and collaborate with internal resources to effectively communicate recommendations to client
• Send out and upload regular mailings including performance reports, capital account statements, tax estimates and annual audited financials
• Assist with client account pro-forma generation and account rebalancing process
• Meeting preparation and agendas for client and prospect meetings
• Attend client meetings, take notes during client meetings, add notes to Salesforce and track/execute post-meeting action items
• Assist with new client onboarding process in conjunction with Family Office Services and Investment teams
• Research and create in-depth presentations about ad hoc client needs and potential areas of interest/investment
• On occasion, assist other teams with ad hoc projects as needed, including business development needs
• Track all client and associated third-party service provider activity in CRM (Salesforce)
• Update internal tracking requirements for all client activity
  
  

You’ll need to have:

• A Bachelor’s degree
• A background in investment management, finance, or another analytically oriented experience
• A very strong work ethic and drive with keen attention to detail and accuracy
• The ability to build relationships and collaborate with internal teams, clients/prospects and external advisors
• Strong written and verbal communication skills
• The ability to distill complex concepts simply and clearly
• The ability to manage deadlines and multiple simultaneous ongoing projects and tasks
• Strong organizational skills
• Confidentiality and understand a need for discretion with clients
• A proactive approach to problem-solving
• Strong Microsoft Word, Excel, PowerPoint and CRM skills
• A passion for the wealth management industry and client relationships
• Interest in capital markets, financial and estate planning, economic and accounting principles and practices, banking, and the analysis and/or reporting of financial data
  
  

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-$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.

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.