Associate, Client Onboarding Associate
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.
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
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
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