Client Services Assistant
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Founded in 1850, Lehman Brothers is a global investment bank with leadership positions in equity and fixed income sales, trading and research, investment banking, private investment management, asset management and private equity. With a customer-driven approach and an emphasis on developing long-standing relationships, the Firm serves the financial needs of corporations, governments and municipalities, institutional clients and high net worth individuals worldwide.
The Firm is headquartered in New York, with regional headquarters in London and Tokyo, and operates through a network of offices in 21 countries around the world. Consistently ranked among the world's top investment banks, the Firm's network and access to local and international markets enable it to quickly and effectively solve its clients' diverse financial needs. By building upon that foundation, the Firm has created a reputation for providing the best solutions and execution for its clients worldwide. Lehman Brothers' success depends on the strength of its people. The Firm seeks to attract and develop exceptionally talented people who share its passion for individual excellence and a commitment to teamwork.
Lehman Brothers is also a component of the Standard & Poor's 500 Index and a Fortune 500 company. The Firm is top ranked among the leaders in its category in Fortune magazine's annual "Most Admired Companies" rankings, and among the "Business Week 50," a listing of Business Week magazine's analysis of the best performing companies in the nation. The Firm was also named one of the "Working Mother 100 Best Companies" by Working Mother magazine and "Best Investment Bank" by Euromoney.
For further information about Lehman Brothers' services, products and recruitment opportunities, visit our web site at www.lehman.com.
Lehman Brothers is an Equal Opportunity Employer. Responsibilities:
Provide comprehensive sales support to a senior sales team servicing private as well as middle market customers.
Extensive client contact and coverage responsibilities.
Execute trades as needed.
Review daily transactions to ensure accuracy, proper client settlement and reconciliation of sales credits.
Fulfill customer requests for product information, performance reporting, tax information, research, etc.
Perform core account maintenance including money transfer requests, account opening and documentation.
Participate in sales development process.
Complete ad hoc projects as needed.
Bachelor's degree or equivalent experience
2-3 years of financial services experience strongly preferred
Strong written and oral communication skills
Lehman Brothers is an equal opportunity/affirmative action employer.
The Firm and its affiliates do not discriminate in employment because of race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other criteria prohibited under controlling federal, state or local law.