About this role
Team Overview
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. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations.
About the Role
BlackRock’s SMA Solutions business is establishing a new team dedicated to the support of customized portfolio offerings to Citi Wealth. This role will be responsible for managing a team that oversee daily client operations in the US and APAC/EMEA regions. Daily tasks will include account onboarding into Aladdin, responding to client inquiries, processing account transitions and strategy updates. The candidate will also work in close collaboration with internal & external stakeholders (e.g. Portfolio Managers, Investment Operations, and Aladdin support) to resolve issues and mitigate risk with a client service mentality. As this offering grows, the role will also support the implementation of new products, distribution channels/clients, new technology deployments and participate in the development of new enhancements to achieve scale. The candidate will also be expected to synthesize, analyze, and present daily/weekly/monthly metrics to senior management.
Responsibilities
- Manage a team of individuals tasked with daily onboarding and servicing of Citi accounts for both the US and APAC/EMEA regions.
- Collaborate with clients, custodians, and other internal partners to resolve issues.
- Develop an efficient process to onboard SMA accounts at scale in Aladdin.
- Deliver superior client experience to clients, including understanding client needs, fielding and responding to client queries.
- Lead projects to streamline operations, automate processes, and reduce errors.
- Serve as a subject matter expert for account onboarding in Aladdin.
- Drive continuous development in the Aladdin ecosystem to support all SMA solutions accounts.
- Set up new custodians, platforms, and interfaces.
- Other duties as assigned.
Requirements
- 5-10 years of experience in client service, operations, sales or portfolio management support.
- Background in client service and account onboarding in Aladdin is required.
- Track record of managing high performing teams to support operational processes.
- Proven ability to build strong relationships with senior management, key clients, and internal/external stakeholders (e.g. Portfolio Managers, Custodians, Brokers).
- Exceptional attention to detail and problem-solving abilities.
- Knowledge in Salesforce CRM and SQL is a plus.
- Excellent written and oral communication skills, and comfort in working closely with clients and colleagues at all levels.
- Ability to operate/prioritize effectively and adhere to tight deadlines
- BA/BS or equivalent
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.
