Associate, Client Service
BlackRock is dedicated to helping individuals achieve financial well-being. They are seeking an Associate, Client Service to manage the onboarding process for new and existing clients, ensuring effective communication with various teams and identifying opportunities for process improvement. Responsibilities 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 work with external clients Perform required research for product set-up and account opening to assess documentation requirements on internal systems as applicable Create proposals to present 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 on-boarding experience and client satisfaction Disciplined in internal communication and status updates Skills 1-4 years of experience BA/BS Degree required SIE, Series 7 and 66, or 63/65 licenses or the ability to obtain within the first 3-6 months of employment required Ability to review and analyze information from multiple sources and determine relevance Independently identify issues, analyze problems and provide viable account and documentation solutions Manage conflict successfully Demonstrate creative problem solving and solid judgment/decision-making Ability to multi-task effectively and leverage internal resources Strong client focus and ability to partner with various internal groups and client coverage 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 skill Experience with Microsoft Office Suite and Adobe Cloud Studio desired Experience with Salesforce a plus Some knowledge of financial services and/or industry experience, if possible, in Wealth/Asset Management Experience with Structured Products, Structured Notes, or other OTC Derivatives is a plus Benefits Annual discretionary bonus Healthcare Leave benefits Retirement benefits Strong retirement plan Tuition reimbursement Comprehensive healthcare Support for working parents Flexible Time Off (FTO) Company Overview BlackRock is an investment company that offers its services to institutions, intermediaries, foundations, and individual investors. It was founded in 1988, and is headquartered in New York, New York, USA, with a workforce of 10001+ employees. Its website is Company H1B Sponsorship BlackRock has a track record of offering H1B sponsorships, with 1 in 2026, 18 in 2025, 34 in 2024, 7 in 2023, 37 in 2022, 31 in 2021, 27 in 2020. Please note that this does not guarantee sponsorship for this specific role.