Associate, Client Service

BlackRock is seeking a talented Client Onboarding and Investment Professional to manage the onboarding process for new/existing clients. The ideal candidate will have 1-4 years of experience and a BA/BS degree, with SIE, Series 7 and 66, or 63/65 licenses or the ability to obtain within the first 3-6 months of employment. The role involves managing the account opening and client documentation workflow, overseeing the documentation process, and performing research for product set-up and account opening.

Requirements

• Manage the account opening and client documentation workflow
• Oversee the documentation process for external clients
• Perform research for product set-up and account opening
• Create proposals to present potential SRA solutions to clients
• Manage expectations and understanding by establishing timelines and handling documentation requirements
• Exhibit ownership, assessment, escalation, and process resolution of risk issues
• Manage conflict successfully
• Demonstrate creative problem solving and solid judgment/decision-making

Benefits

• Healthcare
• Leave benefits
• Retirement benefits
• Annual discretionary bonus
• Flexible Time Off (FTO)
• Tuition reimbursement