About this role
Team Overview
BlackRock SMA Solutions helps clients customize portfolios for outstanding tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all our clients, from wealth advisors to family offices to endowments and foundations.
About the Role
The Onboarding Team leads the onboarding of portfolios and supports account maintenance within the retail channel. Onboarding sits at the center of BlackRock's Sales, Portfolio Management, Investment Operations, and Corporate Functions teams across all regions.
We work diligently and act swiftly as a cohesive, collaborative team whose outstanding individuals are passionate about delivering outstanding client service. If you are seeking a chance to develop and make a significant impact in a multifaceted, innovative, fast-paced setting, SMA Solutions is the ideal fit for you.
Key Responsibilities
- Onboarding of new SMA client accounts within BlackRock’s retail channels.
- Accurate and timely responses to all requests coming into the SMA New Accounts Onboarding team from internal partners & external clients.
- Collaborate with sales and relationship teams to clarify business requirements for successful client onboarding.
- Foster positive relationships with our internal collaborators (Sales, Portfolio Managers) by actively listening to their needs and consistently delivering results for the firm.
- Manage time between day-to-day responsibilities and project involvement.
- Liaise with senior management in weekly/monthly meetings.
- Understand and interpret the differences in the various BlackRock products.
- Seek out opportunities for improving execution and minimizing risks.
Qualifications
- 3+ years of experience in brokerage, institutional banking operations, financial reconciliation or financial services required.
- Strong client leadership skills, service philosophy, and risk mitigation mentality required.
- Experience and knowledge in the investment management/asset management business.
- Experience directly or indirectly supporting Retail & Institutional clients.
- Knowledge of the different participants in the fund management business and their roles.
- Excellent organizational skills & attention to detail.
- Solid experience in identifying and implementing process improvements.
- Ability to prioritize effectively and adhere to tight deadlines.
- Comfortable working with Excel and Access.
- Knowledge of BlackRock’s internal processes and products is a plus.
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, disability, veteran status, and other statuses protected by law.
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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 age, disability, family status, gender identity, race, religion, sex, sexual orientation and other protected attributes at law.
