Analyst, Client Onboarding

1 week ago

San Francisco, United States BlackRock Full time

Description

About this role

Team Overview

BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all our clients, from wealth advisors to family offices to endowments and foundations.

About this Role

The Onboarding Team leads the onboarding of portfolios and supports account maintenance within the retail channel. Onboarding sits at the center of internal BlackRock teams (sales, portfolio management, investment operations, and corporate functions) across all regions.

We work hard and move quickly as a well-coordinated, collaborative team whose exceptional people are focused on providing extraordinary client service. If you are looking for an opportunity to grow and contribute to a fun, industry-disruptive, fast-paced environment, SMA Solutions is the place for you.

Key Responsibilities
- Onboarding of new SMA client accounts within BlackRock’s retail channels.
- Accurate & timely responses to all requests coming in to the SMA New Accounts Onboarding team from internal partners & external clients.
- In partnership with our sales and relationship teams, ensure that the onboarding team is exceeding client expectations by providing clarity around business requirements to launch a new portfolio or effect a desired change.
- Build strong relationships across the organization by listening carefully to our internal stakeholders (Sales, Portfolio Managers) and work hard to deliver for the firm.
- Manage time between day-to-day responsibilities and project involvement.
- Liaise with senior management in weekly/monthly meetings.
- Understand and interpret the differences in the various BlackRock products.
- Identify opportunities for process improvements and risk mitigation.

**Qualifications**:

- 1-3 years industry experience.
- Strong client management skills, service philosophy, and risk mitigation mentality required.
- Experience in the investment management/asset management business.
- Experience directly or indirectly supporting Retail & Institutional clients.
- Knowledge of the different participants in the fund management business and their roles.
- Excellent organizational skills & attention to detail.
- Demonstrated ability to identify and implement process improvements.
- Ability to prioritize effectively and adhere to tight deadlines.
- Comfortable working with Excel & Access.
- Knowledge of BlackRock’s internal processes, products, and fund structures a plus.

EarlyCareers

For California only the salary range for this position is $76,000 - $95,000. Additionally, employees are eligible for an annual discretionary bonus, and benefits including heath care, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.

Our benefits

To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.

Our hybrid work model

BlackRock’s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.

About BlackRock

At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children’s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.

This mission would not be possible without our smartest investment - the one we make in our employees. It’s why we’re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.

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