3 client support associate jobs found in Chicago

About this role SpiderRock Advisors ("SRA"), a wholly owned subsidiary of BlackRock within US Wealth Advisory, is seeking an energetic and talented Portfolio Manager / Derivatives Trader. The role supports the design and implementation of customized option overlay strategies in SMAs for institutional and wealth clients, combining day-to-day trading implementation with a meaningful client-facing partnership component. Scope of role (time allocation) ~2/3: portfolio management + derivatives trading implementation (trade generation/reviews, rebalances/rolls, risk/performance monitoring, workflow execution, meeting internal and client SLAs). ~1/3: client-facing partnership-supporting Option Strategists and field teams with education, mandate design discussions, portfolio reviews, and client updates. No travel expectation for this role. Key responsibilities Accurately and efficiently implement model trades and highly customized option overlay portfolios; participate in...

About this role Seeking a talented Sales Associate who will play a critical role in driving the growth of SpiderRock Advisors (SRA) by managing the internal sales process for new and existing clients utilizing our suite of investment overlay strategies. This individual will collaborate closely with External Sales, Portfolio Management, Operations, Compliance teams, and partner custodians to ensure transparency and minimize time to market, while also engaging advisors to promote and support the adoption of SRA's option overlay solutions across wealth management channels. Combining consultative sales, relationship management, and technical fluency in options strategies, the candidate will deliver best-in-class risk management solutions for advisors and their clients. Key Responsibilities: Serve as a subject matter expert on SRA's option overlay strategies, risk management, and portfolio enhancement techniques. Drive adoption of SpiderRock's option overlay strategies...

About this role Job Description Seeking talented Client Onboarding and Investment Professional who will be responsible for managing the onboarding process for new/existing clients looking to utilize our suite of investment overlay strategies. This candidate will communicate with Sales, Portfolio Management, Operations and Compliance teams and partner custodians ensuring a transparency and minimal time to market for the relationship. The candidate will also be responsible for identifying opportunities to improve and optimize the onboarding process. Key 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...