Client Onboarding and Investment Analysts/Associate

BlackRock - Chicago, IL

Full-time - Entry Level

Hybrid - Chicago, IL

Funds, Trusts, and Other Financial Vehicles

About the position

Seeking talented Client Onboarding and Investment Analysts/Associates who will be responsible for managing the onboarding process for new/existing clients looking to utilize our suite of investment overlay strategies. Analyst 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.

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 a product set-up and account opening to assess documentation requirements on internal systems as applicable
• Create proposals to present to 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

Requirements

• 1-4 years of experience
• BA/BS Degree
• 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 skills

Benefits

• Strong retirement plan
• Tuition reimbursement
• Comprehensive healthcare
• Support for working parents
• Flexible Time Off (FTO)