Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Client Relationship Managers and enhance client experiences daily.
- Company: Lazard is a top global financial advisory and asset management firm with a diverse community.
- Benefits: Enjoy competitive benefits, flexible work-life balance, and career development opportunities.
- Why this job: Join a culture that values creativity, diversity, and impactful client relationships in finance.
- Qualifications: 2+ years in asset management, strong communication skills, and a desire to grow in client relations.
- Other info: Investment Management Certificate (IMC) is desirable; advanced Excel skills are a plus.
The predicted salary is between 30000 - 42000 ÂŁ per year.
Join to apply for the Client Service Associate role at Lazard Asset Management
Join to apply for the Client Service Associate role at Lazard Asset Management
EMEA
Asset Management
London
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.
Client Services Associate (Institutions Client Service Team) London
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.
Lazard offers investment strategies across a wide range of equity and fixed income asset classes from fundamental and quantitative investment approaches. This role entails day-to-day support to a team of Client Relationship Managers (RMs) on their client portfolios of predominantly UK and European institutional clients, working within the Client Service Team. The specific client mandates range from developed and emerging markets equity and debt strategies, with sustainable investments, quantitative equity and emerging markets debt forming the largest growth component of our business.
We’ll trust you to:
- Be the daily point contact for circa 10-20 clients and will be expected to contribute to the client experience at Lazard
- Work directly with our clients and their investment consultants on all queries and requests for information
- Provide a prompt response to client queries which will require you to coordinate with multiple internal stakeholders across our global business, from Portfolio Managers/Investment teams, RFP/Marketing, Legal & Compliance and Operational teams
- Be responsible for all service & reporting requirements for your clients
- Ensure all tasks are fulfilled in the required timeframes
- Coordinate and assist in the production of client meeting books, ensuring any materials and meetings notes are captured in Salesforce
- Assist with client transitions; working as part of a team to ensure the successful on boarding of new mandates
- Ensure client records and documentation is maintained and is accurate in our Client Relationship Management System (Salesforce) as well as our Client Reporting Database
- Provide general client account administration
You’ll need to have:
- 2 + years’ experience in institutional asset management in a client service / reporting role
- Good understanding of different asset classes and both active fundamental and quantitative investment approaches
- Excellent communication skills and confidence in dealing with clients and internal stakeholders
- Strong emphasis on relationship building, client satisfaction and service, including responding to clients on a timely basis
- Attention to detail and accuracy in all matters
- Strong analytical ability and in depth understanding of detailed investment reports, portfolio valuations, transaction statements, etc
- Good time management skills, flexible mindset and adaptability to cyclical nature of role
- Desire to further career in institutional client relationship management
- Genuine interest in asset management and finance
- Investment Management Certificate (IMC) qualification (highly desirable) or be prepared to obtain it within 18 months of joining
- Advanced Excel (Macros/VLookup functions desirable) and MS Office
- Experience with Salesforce or similar CRM databases
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.
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 multi-cultural 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 several decades.
The ongoing cultivation of diversity and an inclusive, equitable culture are essential to our continued growth. We are committed to sustaining an environment in which all employees – regardless of socioeconomic status, race, color, nationality, religion, gender, gender expression, sexual orientation, physical abilities, veteran or military status – can maximize their individual potential and our collective success.
#LAM
Seniority level
-
Seniority level
Entry level
Employment type
-
Employment type
Full-time
Job function
-
Job function
Other
-
Industries
Investment Management
Referrals increase your chances of interviewing at Lazard Asset Management by 2x
Sign in to set job alerts for “Client Services Associate” roles.
Client Service Associate – Sloane Street
London, England, United Kingdom 1 week ago
London, England, United Kingdom 4 weeks ago
London, England, United Kingdom 1 month ago
Transaction Banking Operations – Client Service – Associate – London
London, England, United Kingdom 2 weeks ago
London, England, United Kingdom 1 week ago
London, England, United Kingdom 3 weeks ago
London, England, United Kingdom 1 week ago
London, England, United Kingdom 16 hours ago
London, England, United Kingdom 1 day ago
London, England, United Kingdom 1 day ago
London, England, United Kingdom 16 hours ago
Associate, Client Service (Graduates – Immediate Start)
London, England, United Kingdom 2 months ago
Associate, Client Service (Graduates – Immediate Start)
London, England, United Kingdom 1 week ago
London, England, United Kingdom 1 week ago
London, England, United Kingdom 2 weeks ago
Complaints Administrator – Regional Support Unit (RSU) (Ref: 8262)
London, England, United Kingdom 1 week ago
London, England, United Kingdom 1 week ago
London, England, United Kingdom 4 days ago
London, England, United Kingdom 1 week ago
London, England, United Kingdom 2 weeks ago
London, England, United Kingdom 1 day ago
London Area, United Kingdom ÂŁ35,000.00-ÂŁ42,000.00 17 hours ago
Client Services Associate, Capital Markets
London, England, United Kingdom 1 week ago
Clienteling Associate, Client Experience EMEA
London, England, United Kingdom 3 days ago
London, England, United Kingdom 2 weeks ago
Greater London, England, United Kingdom 18 hours ago
London, England, United Kingdom 3 days ago
London, England, United Kingdom 2 weeks ago
London, England, United Kingdom 1 week ago
London, England, United Kingdom 2 days ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Client Service Associate employer: Lazard Asset Management
Contact Detail:
Lazard Asset Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Associate
✨Tip Number 1
Familiarise yourself with Lazard's values and culture. Understanding their commitment to diversity, equity, and inclusion will help you align your responses during interviews and demonstrate that you are a good fit for their team.
✨Tip Number 2
Network with current or former employees of Lazard Asset Management. Engaging with them can provide valuable insights into the company’s work environment and expectations, which can be beneficial when discussing your experience and aspirations.
✨Tip Number 3
Brush up on your knowledge of different asset classes and investment strategies. Being able to discuss these topics confidently will show your genuine interest in asset management and your readiness to contribute to the team.
✨Tip Number 4
Prepare to discuss your experience with client relationship management tools like Salesforce. Highlighting your familiarity with such systems will demonstrate your ability to manage client records effectively, which is crucial for the role.
We think you need these skills to ace Client Service Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client service and asset management. Emphasise your communication skills and any specific achievements that demonstrate your ability to manage client relationships effectively.
Craft a Compelling Cover Letter: In your cover letter, express your genuine interest in the role and the company. Mention how your background aligns with Lazard's values of diversity, equity, and inclusion, and how you can contribute to their client service team.
Highlight Relevant Skills: Clearly outline your understanding of different asset classes and investment approaches. Mention any experience with Salesforce or similar CRM systems, as well as your analytical abilities and attention to detail.
Show Enthusiasm for Learning: Convey your desire to further your career in institutional client relationship management. Mention any plans to obtain the Investment Management Certificate (IMC) and how you are eager to grow within the company.
How to prepare for a job interview at Lazard Asset Management
✨Understand the Role
Make sure you have a solid grasp of what a Client Service Associate does at Lazard. Familiarise yourself with the specific responsibilities mentioned in the job description, such as client communication and reporting requirements. This will help you demonstrate your understanding of the role during the interview.
✨Showcase Your Communication Skills
Since this role involves direct interaction with clients and internal stakeholders, be prepared to showcase your excellent communication skills. Think of examples from your past experiences where you effectively handled client queries or collaborated with teams to resolve issues.
✨Highlight Your Analytical Abilities
The position requires strong analytical skills, especially in understanding investment reports and portfolio valuations. Be ready to discuss your experience with data analysis and how you've used these skills to support client needs in previous roles.
✨Demonstrate Your Interest in Asset Management
Express your genuine interest in asset management and finance during the interview. You could mention any relevant qualifications, like the Investment Management Certificate (IMC), or your willingness to obtain it. This shows your commitment to the field and aligns with Lazard's values.