About this role
About Client Experience
Our mission within the Client Experience (CX) organization is to make it easier for clients to do business with BlackRock, making service so simple it becomes a source of alpha. We are organized across 4 key pillars:
Client Experience Delivery- client-facing teams orchestrating all aspects of service delivery, and onboarding teams bringing new business onto our platform, Wealth- differentiated capability for both Whole Portfolio and Wealth clients & products, respectively, Client Experience Operations- core client operations teams driving reporting, billing, and onboarding due diligence across the globe, and Client Experience Transformation- accelerating progress towards our CX mission via research and competitive insights, analytics, marketing, business and change management.
Team Overview
The Client Implementation team is part of the CX Delivery Organization and is responsible for leading the Onboarding experience for our clients.
Role Responsibility
As a member of the team this role will be responsible for the daily tasks relating to new client portfolio and fund-launch events. As well as critical client change activity such as investment guideline updates and benchmark changes. The successful candidate will be responsible for leading changes to client’s portfolios and BlackRock funds, leading the launch of certain portfolios and coordinating client facing engagement, as necessary, as well as internal BlackRock teams (sales, portfolio management, investment operations, and corporate functions) across the Americas.
Coordinate and run launch and change events with all impacted partners (internal and external)
Partner with our sales and client service teams and to manage the onboarding experience by clearly articulating the key landmarks to implement a new portfolio or a desired change, with an emphasis on project management leadership
Review activity dashboard and handle the tasks associated with client onboarding activities
Provide critical control functions such as requesting/receiving signoffs from key functions in advance of launches/changes becoming effective and incorporating service level agreements into credible end-to-end timelines
Build strong relationships across the organization by listening carefully to our internal partners and working diligently to deliver for the firm
Identify and drive process improvement opportunities that lower the risk of errors and increase efficiency
Participation in the development and implementation of continuous improvement of the control environment, policies and procedures, looking for ways to innovate and drive the business forward, delivering a superior client experience.
Act as a role model within the team and when required, assist in the training and development of team members, helping them prioritize their own workloads appropriately.
Proficiencies
2+ years of experience
Excellent working knowledge of Microsoft software such as Outlook, Word, Excel, Teams, SmartSheets, PowerPoint and Information Technology skills
Strong interpersonal skills exhibiting confidence and respect with excellent written and verbal communication skills, comfortable liaising with clients and colleagues at all levels.
Analytical skills with an aptitude for problem solving and willingness to exceed for clients
Motivated, diligent and result-oriented
Strong planning and organizational skills with the ability to manage and control their own priorities to meet deadlines
An enthusiasm for the financial markets
A good teammate, able to integrate and build rapport quickly
Respect for process governance
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
BlackRock’s 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 children’s 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. It’s why we’re 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.com/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 the EEOC’s Know Your Rights poster and its supplement and the pay 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 [email protected]. All requests are treated in line with our privacy policy.
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.Top Skills
BlackRock San Francisco, California, USA Office
400 Howard Street, San Francisco, California, United States, 94105
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