BlackRock is a global investment management company that helps clients achieve their financial goals.
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.
BlackRock is a global investment management company that helps clients achieve their financial goals.
BlackRock