Associate, Client Service

About This Role

Job Description

Seeking talented Client Onboarding and Investment Professional who will be responsible for managing the onboarding process for new/existing clients looking to utilize our suite of investment overlay strategies. This candidate will communicate with Sales, Portfolio Management, Operations and Compliance teams and partner custodians ensuring a transparency and minimal time to market for the relationship. The candidate will also be responsible for identifying opportunities to improve and optimize the onboarding process.

Key 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 

Key Qualifications

• 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
• Experience with Microsoft Office Suite and Adobe Cloud Studio desired 
• Experience with Salesforce a plus 
• Independently identify issues, analyze problems and provide viable account and documentation solutions 
• Manage conflict successfully 
• Demonstrate creative problem solving and solid judgment/decision-making 
• Some knowledge of financial services and/or industry experience, if possible, in Wealth/Asset Management 
• 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 Structured Products, Structured Notes, or other OTC Derivatives is a plus 

For Chicago, IL Only the salary range for this position is USD$90,000.00 - USD$127,500.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.

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:

BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC’s Know Your Rights poster and its supplement and the pay transparency statement.

BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email [email protected]. All requests are treated in line with our privacy policy .

BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.