Analyst, Client Onboarding SRA
Analyst, Client Onboarding SRA
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Job Description
About this role
Client Onboarding Analyst
SpiderRock Advisors LLC (SRA) is part of BlackRock based in Chicago IL the firm focuses on providing customized option overlay strategies to advisors and institutions. Combining world-class technology with comprehensive derivative expertise we are making it easy for Institutions and Financial Advisors to add option strategies to their investment portfolios.
SRA is actively looking for talented Client Onboarding Analysts who will be responsible for managing the onboarding process for new/existing clients looking to utilize our suite of investment overlay strategies. Analysts will communicate with Sales Portfolio Management Operations and Compliance teams of both SRA and custodial partners ensuring transparency and minimal time to market for the relationship.
The candidate will also be responsible for identifying opportunities to improve and optimize the onboarding process. These are full-time and salaried positions. What You Will Do:
Manage the account opening and client documentation workflow from creation collection negotiation oversight and execution
Oversee the documentation process for external clients throughout the documentation life cycle via Salesforce and internal software
Handle activities through heavy phone and email communication with external clients
Perform required research for a product set-up and account opening to assess documentation requirements on internal systems as applicable
Create proposals presenting potential SRA solutions to both existing and prospective clients
Ensure deal deliverables are met and hold owners accountable by managing implementation issues escalations and error resolution
Exhibit ownership assessment escalation and process resolution of risk issues in a timely manner
Manage expectations and understanding by establishing timelines and handling documentation requirements
Ownership of onboarding experience and client satisfaction Display discipline in internal communication and status updates
Requirements:
1-3 years of experience
BA/BS Degree
Ability to review and analyze information from multiple sources and determine relevancy
Experience with Microsoft Office Suite and Adobe Cloud Studio desired
Experience with Salesforce a plus Independently identify issues analyze problems and provide viable account and documentation solutions
Manage conflict successfully
Demonstrate creative problem-solving and solid judgment/decision-making
Some knowledge of financial services and/or industry experience preferably in Wealth/Asset Management
Ability to multi-task effectively and leverage internal resources
Strong client focus and ability to partner with various internal client coverage groups
Excellent verbal and written communication skills
Independent self-motivated with an ability to adapt and be flexible in a team environment
Excellent attention to detail with strong time management and organizational skills
For Chicago IL Only the salary range for this position is USD$0.00 - USD$0.00 . Additionally employees are eligible for an annual discretionary bonus and benefits including healthcare 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
