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Client Service Associate (LAM)

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Marketing & Sales
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180810 Requisition #
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The Capital Advisory Group is responsible for providing investment capabilities to clients around the globe, with a focus on registered investment advisors (RIA), endowments, foundations, corporates, family offices, high-net-worth families and trust companies. The group is seeking a Client Service Associate to assist with developing new business opportunities, territory management and ongoing client service.

 

• Work as part of a team within a defined geographical territory to cultivate and manage client relationships

 

• Ensure timely response to client inquiries and provide ongoing communication with clients/prospects, including the compilation and distribution of recurring client requests

 

• Onboard new clients by coordinating account setup with internal and external investment, legal and operational contacts

 

• Serve as point-person on certain national relationships to organize activities and filter updates to the respective team members

 

• Populate and maintain CRM to assist external sales partner with territory management

 

• Identify prospects and cross-selling opportunities by utilizing market intelligence and competitive analysis resources

 

• Contribute to the overall sales process by identifying opportunities to promote Lazard’s products and services through different digital, print and in-person marketing efforts

 

• 2-5 years of experience at an asset management or wealth management firm

• Proven record of academic achievement, preferably with a concentration in Finance, Business Administration, or Marketing

• Strong quantitative and qualitative reasoning ability, with the capacity to understand inner workings of investment strategies and represent them in appropriate detail to an audience

• Self-starter with strong attention to detail and follow-through

• Ability to think independently and formulate sound conclusions

• Proven ability to multi-task

• Excellent writing/editing skills

• Strong verbal communications skills and comfort engaging all levels of firm management

• Series 7 & 66 are preferred, but not required.  Once hired, Series 7, 66, and 31 must be obtained within 4 months

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