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Associate - Client Onboarding

AT BlackRock
BlackRock

Associate - Client Onboarding

Atlanta, GA

About this role

About Client Experience

Our mission within the Client Experience (CX) organization is to make it easier for clients to do business with BlackRock, making service so simple it becomes a source of alpha. We are organized across 4 key pillars:

Client Experience Delivery- client-facing teams orchestrating all aspects of service delivery, and onboarding teams bringing new business onto our platform, Wealth- differentiated capability for both Whole Portfolio and Wealth clients & products, respectively, Client Experience Operations- core client operations teams driving reporting, billing, and onboarding due diligence across the globe, and Client Experience Transformation- accelerating progress towards our CX mission via research and competitive insights, analytics, marketing, business and change management.

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Team Overview

The Client Implementation team is part of the CX Delivery Organization and is responsible for leading the Onboarding experience for our clients.

Role Responsibility:

As a member of the team this role will be responsible for the daily tasks relating to new client portfolio and fund-launch events. As well as critical client change activity such as investment guideline updates and benchmark changes. The successful candidate will be responsible for leading changes to client's portfolios and BlackRock funds, leading the launch of certain portfolios and coordinating client facing engagement, as necessary, as well as internal BlackRock teams (sales, portfolio management, investment operations, and corporate functions) across the Americas.

  • Coordinate and run launch and change events with all impacted partners (internal and external)
  • Partner with our sales and client service teams and to manage the onboarding experience by clearly articulating the key landmarks to implement a new portfolio or a desired change, with an emphasis on project management leadership
  • Review activity dashboard and handle the tasks associated with client onboarding activities
  • Provide critical control functions such as requesting/receiving signoffs from key functions in advance of launches/changes becoming effective and incorporating service level agreements into credible end-to-end timelines
  • Build strong relationships across the organization by listening carefully to our internal partners and working diligently to deliver for the firm
  • Identify and drive process improvement opportunities that lower the risk of errors and increase efficiency
  • Participation in the development and implementation of continuous improvement of the control environment, policies and procedures, looking for ways to innovate and drive the business forward, delivering a superior client experience
  • Act as a role model within the team and when required, assist in the training and development of team members, helping them prioritize their own workloads appropriately

Qualifications:

  • At least 3 years of experience
  • Excellent working knowledge of Microsoft software such as Outlook, Word, Excel, Teams, SmartSheets, PowerPoint and Information Technology skills
  • Strong interpersonal skills exhibiting confidence and respect with excellent written and verbal communication skills, comfortable liaising with clients and colleagues at all levels
  • Analytical skills with an aptitude for problem solving and willingness to exceed for clients
  • Motivated, diligent and result-oriented
  • Strong planning and organizational skills with the ability to manage and control their own priorities to meet deadlines
  • An enthusiasm for the financial markets
  • A good teammate, able to integrate and build rapport quickly
  • Respect for process governance

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 and Affirmative Action 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.

Client-provided location(s): Atlanta, GA, USA
Job ID: blackrock-R246318
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Life Insurance
    • Mental Health Benefits
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • Fitness Subsidies
  • Parental Benefits

    • Family Support Resources
    • Adoption Leave
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
  • Work Flexibility

    • Hybrid Work Opportunities
    • Flexible Work Hours
  • Office Life and Perks

    • Casual Dress
    • Commuter Benefits Program
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Unlimited Paid Time Off
    • Volunteer Time Off
    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Financial Counseling
    • 401(K)
    • Company Equity
    • Performance Bonus
  • Professional Development

    • Promote From Within
    • Mentor Program
    • Access to Online Courses
    • Internship Program
    • Leadership Training Program
    • Associate or Rotational Training Program
    • Tuition Reimbursement
    • Lunch and Learns
  • Diversity and Inclusion

    • Founder led
    • Employee Resource Groups (ERG)
    • Diversity, Equity, and Inclusion Program

Company Videos

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