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Client Onboarding and Investment Analysts/Associate

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BlackRock

1mo ago

  • Job
    Full-time
    Junior & Mid Level
  • Chicago

AI generated summary

  • You should have 1-4 years of experience, a BA/BS, strong analytical and communication skills, client focus, and be proficient in Microsoft Office, with knowledge of financial services preferred.
  • You will manage client onboarding, oversee documentation workflows, handle client communications, conduct research, create proposals, and ensure satisfaction while resolving issues timely.

Requirements

  • 1-4 years of experience
  • BA/BS Degree
  • 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 skills

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 a product set-up and account opening to assess documentation requirements on internal systems as applicable
  • Create proposals to present to 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

FAQs

What is the primary responsibility of the Client Onboarding and Investment Analysts/Associates?

The primary responsibility is to manage the onboarding process for new/existing clients utilizing our investment overlay strategies, ensuring transparency and minimal time to market.

What teams will the analysts/associates be required to communicate with?

The analysts/associates will communicate with Sales, Portfolio Management, Operations, Compliance teams, and partner custodians.

What qualifications are required for this position?

A BA/BS Degree and 1-4 years of experience are required, along with the ability to analyze information and manage client documentation workflows effectively.

Is experience with Salesforce necessary for this role?

Experience with Salesforce is a plus, but not strictly necessary.

What kind of problem-solving skills are expected from candidates?

Candidates should demonstrate creative problem-solving skills, solid judgment, and the ability to independently identify issues and provide documentation solutions.

How many days a week are employees expected to work in the office?

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.

What benefits does BlackRock offer to its employees?

BlackRock offers a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents, and Flexible Time Off (FTO).

Is industry experience in Wealth/Asset Management preferred?

Yes, some knowledge of financial services and/or industry experience, especially in Wealth/Asset Management, is preferred.

What are the key qualities sought in candidates for this role?

Strong client focus, excellent verbal and written communication skills, attention to detail, time management, and the ability to work independently in a team environment are key qualities sought.

How does BlackRock support diversity in the workplace?

BlackRock is committed to being an Equal Opportunity and Affirmative Action Employer, evaluating qualified applicants without regard to various protected status categories.

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BlackRock

Global investment manager. Technology provider. Helping more and more people experience financial well-being.

Finance
Industry
10,001+
Employees
1988
Founded Year

Mission & Purpose

BlackRock is a global asset manager and technology provider. Our purpose is to help more and more people experience financial well-being. We help millions of people invest to build savings that serve them throughout their lives. We make investing easier and more affordable. We advance sustainable investing because our conviction is it delivers better outcomes for investors. We contribute to a more resilient economy that benefits more people. Together with our clients, we’re contributing to a more equitable and resilient world – today and for generations to come. That’s why, we’re asking bigger questions – of ourselves, our industry, and the world at large. Questions that challenge convention and give rise to new thinking. Because the bigger questions we ask, the bigger actions we can take. Follow us for global insights shaping the economy, innovative thinking around the path to net zero and more information on culture and careers at BlackRock.

Benefits

  • Financial Well-being

    We help more and more people experience financial well-being – which applies as much to you as it does to our clients. At BlackRock, you’ll have access to our competitive retirement plan as well as financial coaching and educational resources to help you build a sound financial future.

  • Healthcare

    We provide a great selection of benefits and programs to help you manage health care costs, live a healthy lifestyle and find the right care, whenever you need it.

  • Physical well-being

    We know that physical well-being is an important component of maintaining your overall health – both now and in the future. Our comprehensive physical well-being benefits help you stay active, eat better and feel energized.

  • Life management

    We know managing life, work and everything in between can be difficult. So, whether you need a little R&R or time to tend to other matters, Flexible Time Off allows you to take time away from work, stress free, to focus on moments that are important to you.

  • Emotional well-being

    We understand emotional resilience is key to helping you thrive – in your life and at work. Whether you’re looking for ways to handle life’s many challenges, reduce your stress or boost your happiness by volunteering your time in service to others, our resources can help you navigate all kinds of situations.

  • Professional well-being

    Focus on your strengths and build the​ expertise you need to further your career. Our BlackRock Academies, structured training by​ program and employee networks, provide resources for​ meaningful networking, skill building and professional as​ well as personal growth.

  • Pay for Performance

    Our pay for performance approach means your total compensation reflects individual, business and company performance. For our full-time employees, total compensation includes a base salary plus an annual discretionary bonus.