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.