Analyst/associate Client Onboarding

BlackRock

Atlanta, GA, US
Base: usd$76,000.00 - usd$95,000.00; bonus/equity:...
4d onsite
Client service operations
Account onboarding facilitation
Intermediary and custodian communication
BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset

Job Summary

  • BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset.
  • As a Client Operations Analyst/Associate, you will provide assistance to the broader Client Operations team in handling daily activities, including account onboarding, monitoring the group’s email inbox to either assign the request to the appropriate group within Aperio or directly respond to requests, and varied administrative functions.
  • Our 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.

Matching Summary

BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset.

Salary

Base: USD$76,000.00 - USD$95,000.00; Bonus/Equity: annual discretionary bonus; Benefits: healthcare, leave benefits, and retirement benefits

Skills & Requirements

Must-have

  • Client service operations
  • Account onboarding facilitation
  • Intermediary and custodian communication
  • Financial markets understanding
  • Microsoft Excel proficiency

Nice-to-have

  • Enthusiastic client interaction
  • Interest in financial markets
  • Fast-paced unstructured environment
  • Collaboration with team members

Key Requirements

  • 3+ years client service or operational experience
  • Bachelor's degree in Finance, Business or related field preferred
  • High level of attention to detail and accuracy
  • Ability to work independently under minimal supervision
  • Experience with custodial websites, CRM client database (Salesforce) and APX portfolio management system a plus

Work Rights

Not specified

Tailored Resume

Cover Letter