Associate, Client Experience â Custom Model Solutions
Associate, Client Experience â Custom Model Solutions
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$ 100000 - 130000
1 Vacancy
Job Description
About this role
BlackRock is one of the worlds preeminent asset management firms and a premier provider of global investment management risk management and advisory services to institutional intermediary and individual investors around the world. BlackRock offers a range of solutions from rigorous fundamental and quantitative active management approaches aimed at maximizing outperformance to highly efficient indexing strategies designed to gain broad exposure to the worlds capital markets. Our clients can access our investment solutions through a variety of product structures including individual and institutional separate accounts mutual funds and other pooled investment vehicles and the industry-leading iShares ETFs. BlackRocks Multi-Asset Strategies and Solutions (MASS) group delivers whole portfolio investment solutions to Outsourced Chief Investment Officer (OCIO) Fiduciary Management and Wealth Solutions clients as well as Multi-Asset Model Portfolios and investment products.
Custom Model Solutions Servicing Team Overview
The Custom Model Solutions Servicing Team is a pillar within BlackRocks Client Experience division and is responsible for delivering a dedicated servicing experience to BlackRocks model clients. The teams role within the Client Experience division is to drive the delivery of superior client experience for our clients whilst ensuring we help build scale and evolve BlackRocks overall client servicing capabilities. The team is now looking for an additional team member based in New York to join our servicing team supporting Custom Model Solution clients.
Role Overview
This role combines elements of client onboarding servicing and operational efficiency requiring strong client relationship management process improvement capabilities and project leadership skills. The successful candidate will be a proactive problem-solver who excels in high-pressure environments and is committed to delivering exceptional client experiences.
Key Responsibilities
- Client Onboarding and Implementation
- Lead new client portfolio and critical client change activities (e.g. investment guideline updates benchmark changes).
- Partner with sales and client service teams to manage onboarding experiences articulating key milestones and ensuring timely and seamless implementation.
- Coordinate with internal teams (e.g. portfolio management investment operations) and external partners to execute client onboarding and mandate changes.
- Client Relationship Management
- Act as a dedicated client servicing specialist delivering proactive engagement and exceeding client expectations through tailored solutions.
- Leverage insights from client interactions to identify opportunities for improving BlackRocks client servicing capabilities.
- Operational Excellence and Process Improvement
- Identify and drive initiatives to enhance efficiency reduce risks and innovate the client servicing process.
- Perform critical control functions including obtaining necessary approvals and integrating service level agreements into end-to-end timelines.
- Collaborate with cross-functional teams to resolve complex issues ensuring data integrity and operational consistency.
Qualifications and Skills
- Experience: 3 years in client servicing onboarding or related financial services roles.
- Technical Skills: Proficiency in visualization tools (e.g. Tableau PowerBI). Intermediate Python or SQL skills are a plus.
- Client Focus: Strong interpersonal and communication skills with the ability to liaise effectively with clients and colleagues at all levels.
- Problem-Solving: Analytical mindset with a proactive approach to identifying and resolving challenges.
- Organizational Abilities: Excellent planning and time-management skills to prioritize tasks and meet deadlines.
- Team Collaboration: Enthusiasm for working as part of a team contributing to shared goals and mentoring junior team members when needed.
- Knowledge Base: General understanding of financial markets and wealth investment landscapes.
Preferred Skills
- Familiarity with process automation and data management practices.
- Experience with workflow tracking tools like Airtable or Smartsheets.
- Understanding of incident management and strategies to prevent future occurrences.
Why Join Us
At BlackRock we are committed to delivering exceptional client experiences while fostering an environment that values innovation collaboration and professional growth. Join our team and be part of a global organization where your contributions drive meaningful impact for clients and the firm.
For New York NY Only the salary range for this position is USD$100000.00 - USD$130000.00 . Additionally employees are eligible for an annual discretionary bonus and benefits including heath care leave benefits and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role location and firm department and individual performance. For Atlanta GA Only the salary range for this position is USD$90000.00 - USD$120000.00 . Additionally employees are eligible for an annual discretionary bonus and benefits including heath care leave benefits and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role location and firm department and individual performance.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 well-being. 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: 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.
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law including any applicable fair chance law.Required Experience:
IC
Employment Type
Full-Time
