Associate Advisor Support Associate

About this role

Team 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. We deliver world-class service to all of our clients from wealth advisors to family offices to endowments and foundations.

About the role

As an SMA Advisor Support Associate you will provide assistance to the broader SMA Advisor Support team in handling daily activities including but not limited to onboarding new intermediaries coverage of the SMA Operations hotlines key contact point for all technology-related roll-outs upgrades trainings and inquiries on our My Managed Accounts (MMA) portal monitoring the operations request queue and producing and distributing ad-hoc Salesforce monthly or quarterly reports to client all while ensuring white glove service for our clients. You will also act as a liaison between the SMA advisor support team and various functions including technology product management business development trading portfolio management operations billing and performance reporting.

The ideal candidate must enjoy working with clients both internal and external have exceptional organizational skills have an interest in the financial markets and be capable of prioritizing and executing multiple tasks at the same time.

Duties and Responsibilities:

·      As assigned support the onboarding of new intermediaries (RIAs) which includes an overview of how to engage with SMA Solutions My Managed Accounts (MMA) portal demos review of Turnaround Times etc.

·      Key contact point for all technology-related rollouts upgrades trainings and inquiries on our My Managed Accounts (MMA) portal including password resets OKTA resets setting up new or modifications to entitlements etc.

·      Coverage of the SMA Operations hotlines.

·      Managing and assigning requests from the Operations Master Queue.

·      In a high-volume deadline-driven environment - exercise sound judgment researching resolving and responding to client inquiries in a timely manner; escalate issues as appropriate

·      Producing and distributing ad-hoc Salesforce monthly or quarterly reports.

·      Oversee client interactions — act as a conduit between the client and the rest of SMA Solutions/BlackRock; introduce technology and services to clients as appropriate.

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

·      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.

·      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 Advisor Support processes.

·      Perform other duties and responsibilities as assigned.

Qualifications:

·      4+ years of experience in financial services preferred ideally within an operations role

·      Attention to detail - demonstrable track record of client service and operational excellence in a client facing or operational internship

·      Strong client relationship management capabilities - capable of rapidly building strong effective and trusted relationships and networks

·      Highly motivated self-starter energizing and inspires others to seek higher levels of performance

·      Demonstrated ability to work effectively in ambiguous situations and make decisions with incomplete information

·      Strong communication skills with the ability to influence and articulate a variety of issues to different audiences tailoring messages accordingly including the ability to draft clear concise client-ready messaging

·      Experience with Salesforce is a plus

·      Proficient level of Microsoft Excel Outlook and PowerPoint

Education Requirements:

·      BA/BS degree

This role can be based in San Francisco CA or Atlanta GA

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.

What We Do

As the world’s largest asset manager BlackRock partners with investors around the globe to help them (and those on whose behalf they invest) plan for life’s most important goals – like retirement home ownership and their children’s education. Our clients range from governments foundations and other large institutions to those investing on behalf of individuals including firefighters nurses teachers and factory workers. BlackRock was founded with the idea of creating a better asset management firm — one that was purpose-driven focused on clients and risk management and propelled by data and technology. Our breakthrough Aladdin® platform is BlackRock’s technological backbone helping investors see and manage their whole portfolios in one place – from constructing investments to monitoring risk and executing trades. Used by hundreds of external institutions around the world Aladdin combines powerful analytics and a common language to help investment teams make faster more informed decisions across public and private markets. It’s a key part of our business and one of the reasons we’re trusted to manage more assets than any other investment manager today. At BlackRock we challenge conventions and raise the bar for what’s possible. We harness technology to unlock new solutions simplify complexity and deliver investment strategies that meet people where they are. Whether it’s retirement planning wealth building or navigating market shifts we’re here to help clients invest more easily more affordably and with more choice as we chart a path toward financial well-being together. Learn more: Careers.BlackRock.com

Why Work With Us

Without our people technology is irrelevant. When we combine the power of people with the power of technology we amplify our ability to create better outcomes for our employees clients shareholders and society alike.

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