Analyst, Client Onboarding Specialist

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 is seeking an experienced Client Onboarding specialist to join our Princeton, NJ based team. The Client Onboarding team is responsible for ensuring a smooth & efficient onboarding experience for new client accounts enrolling in BlackRock’s SMA strategies. The SMA Client Onboarding team serves as business partners who play an active role in delivering an outstanding client experience on behalf of the firm.

Role Responsibility

• Facilitate the end-to-end process of onboarding new SMA client accounts, ensuring a positive experience along the way.
• Collect, review & verify all necessary documentation required for account setup.
• Guide financial advisors through the onboarding process, explaining all requirements and managing expectations.
• Liaise with internal teams such as Sales, Legal & Compliance and Portfolio Managers to ensure a timely & accurate onboarding.
• Identify opportunities to streamline the onboarding process for efficiency & improved client experience.

Experience

• 1-3 years financial services experience, SMA or Investment Management experience a plus.
• Prior client onboarding or client service experience
• Strong communication & interpersonal skills
• Excellent attention to detail & organizational skills
• Ability to work independently and as part of a team in a fast-paced environment
• Ability to prioritize effectively and adhere to tight deadlines

• Demonstrated ability to identify and implement process improvements
• Excel skills a must, SQL, Python or other competencies a plus
• Knowledge of BlackRock’s internal processes, products, and fund structures a plus

For Princeton, NJ Only the salary range for this position is USD$76,000.00 - USD$95,000.00 . 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: www.linkedin.com/company/blackrock

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.