Associate, Client Onboarding Associate
Core
Facilitate the onboarding of new accounts and support account maintenance (transitions, changes) for retail and institutional clients within the investment management business.
Role type
Associate, Client Onboarding
Builds
New account openings and account maintenance workflows for retail and institutional clients
Domain
Asset Management / Investment Management
Deliverable
client delivery
Required skills
client management, risk mitigation, process improvement, prioritization, Excel, Access
Preferred skills
knowledge of BlackRock internal processes, products, and fund structures
Responsibilities
Facilitate new account onboarding with intermediaries and internal teams; support account transitions (custodian changes, name changes, splits); communicate with custodians and brokers to resolve issues; act as liaison between Client Operations and other functions; research and respond to client inquiries; generate new account paperwork and client reports; update contact information in Salesforce; document and evolve processes; perform quality assurance on work.
Seniority
Mid-level IC (3+ years experience)