Associate, Advisor Support Associate

BlackRock•Atlanta, GA

1d•$95,000 - $137,500•Hybrid

About The Position

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 of our clients, from wealth advisors to family offices to endowments and foundations. As an SMA Advisor Support Associate, you will provide assistance to the broader SMA Advisor Support team in handling daily activities, including but not limited to onboarding new intermediaries, coverage of the SMA Operations hotlines, key contact point for all technology-related roll-outs, upgrades, trainings and inquiries on our My Managed Accounts (MMA) portal, monitoring the operations request queue, and producing and distributing ad-hoc Salesforce monthly or quarterly reports to client all while ensuring white glove service for our clients. You will also act as a liaison between the SMA advisor support team and various functions including technology, product management, business development, trading, portfolio management, operations, billing, and performance reporting. The ideal candidate must enjoy working with clients, both internal and external, have exceptional organizational skills, have an interest in the financial markets, and be capable of prioritizing and executing multiple tasks at the same time.

Requirements

4+ years of experience in financial services preferred, ideally within an operations role
Attention to detail - demonstrable track record of client service and operational excellence in a client facing or operational internship
Strong client relationship management capabilities - capable of rapidly building strong, effective, and trusted relationships and networks
Highly motivated, self-starter, energizing and inspires others to seek higher levels of performance
Demonstrated ability to work effectively in ambiguous situations and make decisions with incomplete information
Strong communication skills with the ability to influence and articulate a variety of issues to different audiences, tailoring messages accordingly including the ability to draft clear, concise, client-ready messaging
Experience with Salesforce is a plus
Proficient level of Microsoft Excel, Outlook, and PowerPoint

Responsibilities

As assigned, support the onboarding of new intermediaries (RIAs) which includes an overview of how to engage with SMA Solutions, My Managed Accounts (MMA) portal demos, review of Turnaround Times, etc.
Key contact point for all technology-related rollouts, upgrades, trainings, and inquiries on our My Managed Accounts (MMA) portal, including password resets, OKTA resets, setting up new or modifications to entitlements, etc.
Coverage of the SMA Operations hotlines.
Managing and assigning requests from the Operations Master Queue.
In a high-volume, deadline-driven environment - exercise sound judgment researching, resolving, and responding to client inquiries in a timely manner; escalate issues as appropriate
Producing and distributing ad-hoc Salesforce monthly or quarterly reports.
Oversee client interactions — act as a conduit between the client and the rest of SMA Solutions/BlackRock; introduce technology and services to clients as appropriate.
Collaborate with fellow team members to provide exceptional service for existing and prospective clients.
Effectively document and maintain/evolve processes and participate in projects to enhance the client experience, streamline operations, automate processes, reduce errors, and support the firm’s growth.
QA (quality assurance) yours and the work of teammates to minimize potential errors.
Update addresses and contact information in Salesforce, as needed.
Work to become a subject-matter expert on a wide range of client issues and internal processes, as they relate to Advisor Support processes.
Perform other duties and responsibilities, as assigned.