About this role
GAAPS | Analyst, Client Service Officer | Mexico City
Team Overview:
The Latin America business for BlackRock serves institutional and wealth clients, including corporate, public and industry pension plans, insurance companies, third-party mutual funds, endowments, foundations, charities, corporations, official institutions, banks, registered investment advisors, family offices and all other financial intermediaries throughout the region.
This Analyst role will join the Latin America Client Service team based in Mexico City. The Client Service team is in LatAm's Business Operations under global Technology & Operations. Professionals within the Client Service team work together to deliver operational support and service to BlackRock's clients in Latin America across a full range of asset and risk management solutions and products.
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The Client Service team is responsible for driving and supporting needs across the client journey and delivering an outstanding experience. This team works closely with Sales and Product Specialists to provide day-to-day support to clients and deliver on the client strategy. As a member of the LatAm Client Service Team, you will be an extension to the sales and relationship management team and closely collaborating with internal BlackRock business partners such as Portfolio Management and Investment teams, Portfolio Compliance, AML/KYC, Global Onboarding, Legal & Compliance, Sales, Investment Operations, Financial Reporting and Fund Accounting teams to deliver end-to-end support to clients.
Role Responsibilities
- Central point of contact to clients in activities related to the daily operational lifecycle of their portfolios.
- Continuously build and maintain, through proactive engagement, the client's trust, and overall satisfaction in our service delivery, anticipating their requirements and handling ongoing client queries.
- Respond to client inquires in a timely manner, in accordance with internal procedures, keeping clients updated and being a great partner to mitigate the impact of dissatisfaction.
- Management of client incidents related but not limited to, payments, dealings, dividends, and retrocessions.
- Building and maintaining a strong partnership with internal and external business partners to deliver the best-in-class service and experience to our clients.
- Developing a comprehensive understanding of BlackRock's Operating Platform capabilities.
- Maintain a constant emphasis on operational improvement in the service model to reduce risk, improve efficiency, and provide a top-tier client experience.
- Help deliver a unified service model with other teams and find ways to improve processes.
- Coordinate contractual negotiations.
- Facilitate the "Know your Client & Anti Money Laundering" due diligence process.
- Oversee external service providers, such as custodians and record keepers, responsible for services provided to clients and the interaction with BlackRock on exchange of daily and periodical information related to a portfolio.
- Create and follow up on Key Performance Indicators implemented with our service providers.
- Participate in projects related to existing or new services provided locally.
Experience
- Bachelor's degree required in accounting, business management, finance, economics or equivalent.
- Ideal candidate will have proven experience of 1-3 years in the financial services.
- Experience with investment management, investment operations, investment accounting/reporting are preferred.
- Experience in client service and client facing functions.
- Strong interpersonal skills and demonstrates the ability to adapt to evolving client needs.
- Experience working in a team setting and have consistent track record to collaborate across complex organizations.
- Ability to work in a fast-paced environment and meet deadlines.
- Robust data analysis and data visualization skills preferred.
- Candidates should possess a strong ability to identify ways to improve efficiency, and a history of implementing these improvements.
Competencies
- Fluency (written and oral) in both English and Spanish required.
- Excellent written and verbal communication skills required.
- Candidates should be able to consistently complete tasks, demonstrate strong organizational skills, and pay close attention to detail.
- Ambitious work ethic, professional disposition, detail oriented and a passion for solving problems and working with clients.
- Self-motivated, proactive, and determined to achieve goals.
- Ability to form relationships and faceoff with clients at all levels and functions; can work through difficult problems and in complex situations.
- Proficiency in Microsoft Office Suite (Excel, Power Point, OneNote, etc.).
- Knowledge of SQL, Python, and VBA is a plus.
- (Internal candidates only): Familiar with the Aladdin platform, specifically the Dashboard, CIM, Aladdin View, ADAM, GP, and Aladdin CRM applications, as well as Aladdin Tools for Excel (i.e. ATX).
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a 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.
Our hybrid work model
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
About BlackRock
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock
BlackRock is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.