Analyst/associate Client Onboarding

BlackRock UK

Atlanta, GA, United States
Base: usd$76,000.00 - usd$95,000.00; bonus/equity:...
4d onsite
Account onboarding and transitions
Client communication and issue resolution
Process documentation and enhancement
BlackRock SMA Solutions helps clients customize portfolios across various asset classes, delivering world-class service to a diverse client base

Job Summary

  • BlackRock SMA Solutions helps clients customize portfolios across various asset classes, delivering world-class service to a diverse client base.
  • The Client Operations Analyst/Associate will facilitate new account onboarding, manage account transitions, and act as a liaison between clients and internal teams.
  • The role requires strong organizational skills, attention to detail, and excellent communication abilities to research and respond to client inquiries effectively.

Matching Summary

BlackRock SMA Solutions helps clients customize portfolios across various asset classes, delivering world-class service to a diverse client base.

Salary

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

Skills & Requirements

Must-have

  • Account onboarding and transitions
  • Client communication and issue resolution
  • Process documentation and enhancement
  • Quality assurance of work
  • Microsoft Office Suite proficiency
  • Financial markets understanding

Nice-to-have

  • Enthusiastic and organized
  • Interest in financial markets
  • Ability to prioritize multiple tasks
  • Desire to work in a fast-paced environment
  • Problem-solving proficiency

Key Requirements

  • Minimum 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, and portfolio management systems a plus

Work Rights

Not specified

Tailored Resume

Cover Letter