SMA Solutions AnalystAssociate Client Operations

About this role

Team Overview

BlackRock SMA Solutions helps clients customize portfolios for unique tax valuesalignment or investment exposures across direct indexing fixed income active equity and multiasset. We deliver worldclass service to all of our clients from wealth advisors to family offices to endowments and foundations

About this Role

We are looking for a highly organized and enthusiastic Client Operations Analyst/Associate to support our Client Operations team.

As a Client Operations Analyst/Associate you will provide assistance to the broader Client Operations team in handling daily activities including account onboarding monitoring the groups email inbox to either assign the request to the appropriate group within Aperio or directly respond to requests and varied administrative functions. You will also act as a liaison between the client operations team and various Aperio functions including business development trading portfolio management operations billing and performance reporting.

The ideal candidate must enjoy working with clients have exceptional organizational skills have an interest in the financial markets and be capable of prioritizing multiple tasks.

Duties and Responsibilities

Operational Responsibilities including but not limited to:

As assigned facilitate the onboarding of new accounts by working closely with the intermediary custodian and internal teams (Business Development Portfolio Management Investment Operations etc. to ensure a timely account opening process with proven knowledge and understanding of related compliance and operational areas.

As assigned support account transitions including custodian changes name changes tax id changes account splits/consolidations etc. and contract reviews.

Communicate with custodians intermediaries consultants and brokers to resolve issues and respond to various requests in a timely and professional manner.

You will also act as a liaison between the Client Operations team and various Aperio functions including Business Development Trading Portfolio Management Operations Billing Performance and Process Engineering.

Research and respond to client inquiries in a timely manner; escalate issues as appropriate.

Oversee client interactions act as a conduit between the client and the rest of Aperio; introduce technology and services to clients as appropriate.

Collaborate with fellow team members to provide exceptional service for existing and prospective clients.

Generate New Account Paperwork including the setup of new contacts for online access to the Client Portal.

Effectively document and maintain/evolve processes and participate in projects to enhance the client experience streamline operations automate processes reduce errors and support the firms growth.

QA (quality assurance) yours and the work of teammates to minimize potential errors.

Generate standardized client reports (e.g. inflow/outflow reports).

Update addresses and contact information in Salesforce as needed.

Work to become a subjectmatter expert on a wide range of client issues and internal processes as they relate to Client Operations processes.

Perform other duties and responsibilities as assigned.

Qualifications

Bachelors degree in Finance Business or related field preferred or high school diploma with the equivalent combination of experience.

Minimum 3 years minimum experience in a client service or operational role.

High level of attention to detail accuracy and the ability to balance multiple assignments and meet deadline.

Ability and desire to work in a fastpaced growing environment that can be unstructured; a proven ability to handle pressure multitask and prioritize work at all times.

The ability to work independently under minimal supervision with exceptional problemsolving proficiency.

Background in or understanding of financial markets including knowledge of current market trends and competitive landscape.

A desire to understand Aperios structure and identify opportunities to utilize Aperio resources to meet client needs.

Demonstrate a strong work ethic and a willingness to do what it takes solve complex problems and/or resolve complex client requests.

Strong organizational skills to manage data projects and processes.

The ability to use considerable tact and discretion when dealing with client or sensitive data.

Exceptional interpersonal skills to interface with clients prospects custodians and colleagues

Excellent communication (both verbal and written) and client relationship management skills whether interaction is inperson over the telephone or via email.

Excellent attention to detail and high degree of accuracy and consistency

Outstanding knowledge of Microsoft Office with strong Microsoft Excel skills.

Experience with custodial websites CRM client database (Salesforce) and APX portfolio management system a plus.

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

BlackRocks 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 wellbeing. Our clients and the people they serve are saving for retirement paying for their childrens 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. Its why were 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/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 theEEOCs Know Your Rights poster and its supplementand thepay 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 . All requests are treated in line with our.