- 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 the onboarding of new intermediaries and platforms, 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 set-up 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 firm's 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 subject-matter 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.
- Bachelor's 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 fast-paced growing environment that can be unstructured; a proven ability to handle pressure, multi-task and prioritize work at all times.
- The ability to work independently under minimal supervision, with exceptional problem-solving proficiency.
- Background in or understanding of financial markets including knowledge of current market trends and competitive landscape.
- A desire to understand Aperio' s 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 in-person, 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.
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Associate, Client Operations - Atlanta, United States - BlackRock, Inc.
Description
About this roleTeam Overview
BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset.
About This Role
We are looking for a highly organized and enthusiastic Client Operations Associate to support our Client Operations team.
As a Client Operations Associate, you will provide assistance to the broader Client Operations team in handling daily activities, including account onboarding, monitoring the group's 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.
Operational Responsibilities, including but not limited to:
No.
Qualifications
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.
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 BlackRockAt 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:BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer.
We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.
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.
Associate, Client Operations professionals in Atlanta
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Joseph Allen
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