Associate, Client Service
BlackRock is dedicated to helping individuals achieve financial well-being. They are seeking an Associate, Client Service to manage the onboarding process for new and existing clients, ensuring effective communication with various teams and identifying opportunities for process improvement.
Responsibilities
- Manage the account opening and client documentation workflow from creation, collection, negotiation oversight and execution
- Oversee the documentation process for external clients throughout the documentation life cycle via Salesforce and internal software
- Handle activities through heavy phone work with external clients
- Perform required research for product set-up and account opening to assess documentation requirements on internal systems as applicable
- Create proposals to present potential SRA solutions to both existing and prospective clients
- Ensure deal deliverables are met and hold owners accountable by managing implementation issues, escalations, and error resolution
- Exhibit ownership, assessment, escalation, and process resolution of risk issues in a timely manner
- Manage expectations and understanding by establishing timelines and handling documentation requirements
- Ownership of on-boarding experience and client satisfaction
- Disciplined in internal communication and status updates
Skills
- 1-4 years of experience
- BA/BS Degree required
- SIE, Series 7 and 66, or 63/65 licenses or the ability to obtain within the first 3-6 months of employment required
- Ability to review and analyze information from multiple sources and determine relevance
- Independently identify issues, analyze problems and provide viable account and documentation solutions
- Manage conflict successfully
- Demonstrate creative problem solving and solid judgment/decision-making
- Ability to multi-task effectively and leverage internal resources
- Strong client focus and ability to partner with various internal groups and client coverage
- Excellent verbal and written communication skills
- Independent, self-motivated with an ability to adapt and be flexible in a team environment
- Excellent attention to detail with strong time management and organizational skill
- Experience with Microsoft Office Suite and Adobe Cloud Studio desired
- Experience with Salesforce a plus
- Some knowledge of financial services and/or industry experience, if possible, in Wealth/Asset Management
- Experience with Structured Products, Structured Notes, or other OTC Derivatives is a plus
Benefits
- Annual discretionary bonus
- Healthcare
- Leave benefits
- Retirement benefits
- Strong retirement plan
- Tuition reimbursement
- Comprehensive healthcare
- Support for working parents
- Flexible Time Off (FTO)
Company Overview
Company H1B Sponsorship