Associate, Client Onboarding Associate

BlackRock•Atlanta, GA

1d•$95,000 - $127,500•Hybrid

About The Position

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.

Requirements

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.
BA/BS degree

Nice To Haves

Knowledge of BlackRock’s internal processes, products, and fund structures a plus.

Responsibilities

Facilitate the onboarding of new accounts by working closely with the intermediary, custodian, and internal teams (Business Development, Portfolio Management, Investment Operations, etc.) to ensure a timely account opening process with proven knowledge and understanding of related compliance and operational areas.
Support account transitions including custodian changes, name changes, tax id changes, account splits/consolidations, etc. and contract reviews.
Communicate with custodians, intermediaries, consultants, and brokers to resolve issues and respond to various requests in a timely and professional manner.
Act as a liaison between the Client Operations team and various Aperio functions including Business Development, Trading, Portfolio Management, Operations, Billing, Performance and Process Engineering.
Research and respond to client inquiries in a timely manner; escalate issues as appropriate.
Oversee client interactions — act as a conduit between the client and the rest of Aperio; introduce technology and services to clients as appropriate.
Collaborate with fellow team members to provide exceptional service for existing and prospective clients.
Generate New Account Paperwork including the set-up of new contacts for online access to the Client Portal.
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.
Generate standardized client reports (e.g., inflow/outflow reports).
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 Client Operations processes.
Perform other duties and responsibilities, as assigned.