Associate, Client Onboarding Associate
BlackRock offers tailored investment management and financial services.
Projects
About BlackRock
BlackRock offers investment management and financial services to a wide range of clients. It provides various funds, including mutual funds, ETFs, and closed-end funds. BlackRock also offers strategies for different asset classes and investor needs, such as fixed income, fundamental equities, and multi-asset solutions. It aims to help clients achieve financial well-being through tailored investment solutions.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will onboard new retail accounts and support account transitions and maintenance. You will coordinate with intermediaries, custodians, brokers, and internal teams, resolve client issues, prepare account paperwork and reports, maintain Salesforce records, document processes, perform quality assurance, and improve and automate operations.
Requirements
- 3+ years of industry experience
- Strong client management skills
- Service philosophy
- Risk mitigation mentality
- Experience in investment management or asset management
- Experience supporting retail or institutional clients
- Knowledge of fund management participants and their roles
- Organizational skills
- Attention to detail
- Ability to identify and implement process improvements
- Ability to prioritize and meet tight deadlines
- Comfort with Excel and Access
- BA or BS degree
- Knowledge of BlackRock internal processes, products, and fund structures is a plus
Responsibilities
- Facilitate onboarding of new accounts
- Coordinate with intermediaries, custodians, and internal teams
- Support account transitions and contract reviews
- Communicate with custodians, intermediaries, consultants, and brokers
- Resolve issues and respond to requests
- Liaise between Client Operations and Aperio functions
- Research and respond to client inquiries
- Escalate issues as appropriate
- Oversee client interactions
- Generate new account paperwork
- Document and maintain processes
- Participate in client experience and operational improvement projects
- Perform quality assurance
- Generate standardized client reports
- Update addresses and contact information in Salesforce
- Develop subject-matter expertise in client operations processes
Benefits
- Annual discretionary bonus
- Healthcare
- Leave benefits
- Retirement benefits
- Strong retirement plan
- Tuition reimbursement
- Support for working parents
- Flexible Time Off
- Hybrid work with four days in the office and one day working from home
