Associate, Client Reporting Onboarding

BlackRock • Seattle, WA

15h • $90,000 - $127,500 • Hybrid

About The Position

About this role BlackRock is one of the world’s preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary and individual investors around the world. BlackRock offers a range of solutions — from rigorous fundamental and quantitative active management approaches aimed at maximizing outperformance to highly efficient indexing strategies designed to gain broad exposure to the world’s capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the industry-leading iShares® ETFs. Team Overview Reporting and Distribution Services (RDS) is accountable for all aspects of our clients’ reporting experience, including the provision of market leading reporting solutions and effective client service. This position is located in Seattle. Responsibilities include successful delivery of critical functions every day and partnering with global colleagues to create and advance a globally aligned vision and business model.

Requirements

• BS/BA in business, finance, accounting, economics, or related field.
• Keen interest in investment products with 3-5+ years client service within financial services, particularly investment management or data visualization
• Outstanding client service skills, maturity and judgment in dealing directly with clientele
• Ability to manage change and improve business processes
• Highly tuned analytical and problem solving skills with the ability to synthesize information, summarize issues and think creatively
• Sharp control/risk mitigation mentality with high attention to detail and ability to know when to call out issues
• Exceptional written and verbal communication skills are essential
• Proficiency in Microsoft Office, including intermediate to advanced level Excel skills (PivotTables, vLookups, macros, etc.) and a strong interest in and aptitude for learning new applications

Nice To Haves

• MBA or CFA welcomed.

Responsibilities

• Provide professional support on all levels and serve as a key resource to his/her manager as well as others in the firm.
• Deliver a superior client experience via front-line client service to clients and related third parties, including fielding and responding to client queries and the creation of accurate and meaningful ad hoc reports
• Analyze trends in queries to constantly improve service and client deliverables
• Understand flow of client, market and fund information across BlackRock and external data providers
• Configure new client deliverables, maximizing the use of existing processes and tools facilitate bespoke report creation through analyzing and researching client, market and fund data and related information
• Oversee and ensure timely and accurate distribution of all deliverables, proactively communicating potential delays to clients
• Constantly evaluate systems, processes and procedures for inefficiencies and make recommendations for improvement
• Support various projects, including automation/standardization efforts and the evolution of standard deliverables
• Use data and feedback to help evolve report content and presentation
• Build strong relationships with stakeholders and partners
• Inspire colleagues and self to engage and excel in work and career; embrace a culture of excellence, innovation, communication and accountability, where all members of the team are motivated to go above and beyond and think globally
• Understand the risk environment within the department – promote risk awareness, assessment and control

Benefits

• employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level