Associate, Client Service

BlackRock • Chicago, IL

30d • $90,000 - $127,500 • Hybrid

About The Position

Seeking talented Client Onboarding and Investment Professional who will be responsible for managing the onboarding process for new/existing clients looking to utilize our suite of investment overlay strategies. This candidate will communicate with Sales, Portfolio Management, Operations and Compliance teams and partner custodians ensuring a transparency and minimal time to market for the relationship. The candidate will also be responsible for identifying opportunities to improve and optimize the onboarding process.

Requirements

• 1-4 years of experience
• BA/BS Degree required
• SIE, Series 7 and 66, or 63/65 licenses or the ability to obtain within the first 3-6 months of employment required
• Ability to review and analyze information from multiple sources and determine relevance
• Experience with Microsoft Office Suite and Adobe Cloud Studio desired
• Experience with Salesforce a plus
• Independently identify issues, analyze problems and provide viable account and documentation solutions
• Manage conflict successfully
• Demonstrate creative problem solving and solid judgment/decision-making
• Some knowledge of financial services and/or industry experience, if possible, in Wealth/Asset Management
• Ability to multi-task effectively and leverage internal resources
• Strong client focus and ability to partner with various internal groups and client coverage
• Excellent verbal and written communication skills
• Independent, self-motivated with an ability to adapt and be flexible in a team environment
• Excellent attention to detail with strong time management and organizational skill
• Experience with Structured Products, Structured Notes, or other OTC Derivatives is a plus

Responsibilities

• Manage the account opening and client documentation workflow from creation, collection, negotiation oversight and execution
• Oversee the documentation process for external clients throughout the documentation life cycle via Salesforce and internal software
• Handle activities through heavy phone work with external clients
• Perform required research for product set-up and account opening to assess documentation requirements on internal systems as applicable
• Create proposals to present potential SRA solutions to both existing and prospective clients
• Ensure deal deliverables are met and hold owners accountable by managing implementation issues, escalations, and error resolution
• Exhibit ownership, assessment, escalation, and process resolution of risk issues in a timely manner
• Manage expectations and understanding by establishing timelines and handling documentation requirements
• Ownership of on-boarding experience and client satisfaction
• Disciplined in internal communication and status updates

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
• Flexible Time Off (FTO)

What This Job Offers

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