382 client service associate jobs found

About this role Client Experience Management (CEM): Client Experience Management (CEM) at BlackRock is responsible for delivering an exceptional, end‑to‑end client experience. The team acts as the central point of contact between the local client business and global functional teams across the firm, aligning client service needs with BlackRock's capabilities. CEM supports clients throughout their full lifecycle, ensuring the service model evolves with client expectations, regulatory requirements, and industry trends. In addition, CEM provides internal consultancy on service matters and plays a key role in managing operational risk and complexity. Client Service Officers (CSOs) build deep, trusted relationships with clients and serve as their dedicated servicing partner. Working with complex institutional clients, CSOs bring a strong understanding of BlackRock's platform, operating model, and service capabilities to deliver a consistently high‑quality client experience....

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...

About this role BlackRock, the world's leading investment manager and risk manager is committed to providing outstanding service to its clients. As the BlackRock business continues to grow and our client's investment strategies become more sophisticated, the need to support complex service requirements is crucial to maintaining BlackRock's position as an industry leader in providing superior client service. The Client Experience Management (CEM) team works with the BlackRock client businesses to ensure that the servicing needs of our clients are understood and aligned with the operational teams across BlackRock. The team is responsible for ensuring that BlackRock's operational service offering continues to evolve in line with industry and client trends with the goal of making it easier for our clients do business with BlackRock. In addition, you will be responsible for driving and delivering the daily client experience and servicing client needs through interaction with...

About this role About Client Experience Our mission within the Client Experience (CX) organization is to make it easier for clients to do business with BlackRock, making service so simple it becomes a source of alpha. We are organized across 4 key pillars: 1. Client Experience Delivery , client-facing teams orchestrating all aspects of service delivery, and onboarding teams bringing new business onto our platform, 2.Wealth, differentiated capability for both Whole Portfolio and Wealth clients & products, respectively, 3.Client Experience Operations, core client operations teams driving reporting, billing, and onboarding due diligence across the globe, and 4.Client Experience Transformation, accelerating progress towards our CX mission via research and competitive insights, analytics, marketing, business and change management Team Overview The Client Experience Management (CEM) team sits within CX Delivery and in partnership with the Client Businesses, is...

About this role The Private Data Service ( P DS) team provides world-class expertise in the collection and validation of investment data for investors in alternative assets. P DS streamlines the exchange of data between limited and general partners, allowing investors the continuous access to accurate and standardized data. Private Data Service is a part of Aladdin Business , which comprise s over 1, 5 00+ professionals responsible for implementing and supporting our Aladdin clients, sales, and marketing, and ensuring the Aladdin Community maximizes Aladdin products through engagement and education We are looking for p rocess d riven d ata Analysts with financial and client relationship background to work within the data governance team processing, analyzing, validating and reviewing financial information submitted to a large provider of risk finance in Luxembourg. Our client enhances the lending capacity of financial intermediaries and stimulates bank lending to SMEs and...

About this role GAAPS Alternatives | Analyst/Associate Client Services | Edinburgh About BlackRock Elevate your career by joining the world's largest asset manager! Thrive in an environment that fosters positive relationships and recognises outstanding performance! We know you want to feel valued every single day and be recognised for your contribution. At BlackRock, we strive to empower our employees and effectively engage your involvement in our success. With over USD $10 trillion of assets we have an outstanding responsibility: our technology and services empower millions of investors to save for retirement, pay for college, buy a home and improve their financial well-being. Team Overview We are active in all asset classes and connect them in ways other firms can't match, organizationally aligning under a single leadership across products and adhering to a common operating process across the assets consisting of real estate, infrastructure, credit, private equity and...

About this role About BlackRock Elevate your career by joining the world's largest asset manager! Thrive in an environment that fosters positive relationships and recognizes outstanding performance! We know you want to feel valued every single day and be recognized for your contribution. At BlackRock, we strive to empower our employees and actively engage your involvement in our success. With over USD $10 trillion of assets we have an outstanding responsibility: our technology and services empower millions of investors to save for retirement, pay for college, buy a home and improve their financial well-being. Team Overview: The Alternatives Client Services (ACS) team provides comprehensive support for BlackRock's private market products,. The team manages key functions such as investor servicing, onboarding, and report distribution while maintaining strong oversight of third-party service providers, including transfer agents and tax providers. The ACS team operates across...

About this role BlackRock's purpose is to help more and more people achieve financial well-being! As a fiduciary to investors and a leading provider of financial technology, our clients turn to us for the solutions they need when planning for their most important goals. As of Dec 31, 2022, the firm handled approximately $8.5 trillion in assets on behalf of investors worldwide. For additional information on BlackRock, please visit www.blackrock.com/corporate | Twitter: @blackrock | Blog: www.blackrockblog.com | LinkedIn: www.linkedin.com/company/blackrock Business Unit Overview: The Performance Measurement & Attribution team is responsible for the outcome and interpretation of portfolio & benchmark return analytics in Blackrock, critical to insights that enable investment and risk teams to make informed decisions. This includes generating and interpreting analytical outcomes, leading product & strategy level support, acting as a centralized source and applying...

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 this Role BlackRock's SMA Solutions business is seeking a Separately Managed Account (SMA) Portfolio Manager to work within the dynamic and fast-paced environment of our Core PM SMA Team in the Princeton office. As a Portfolio Manager, you will build relationships internally with teammates, Trading Desks, Operations, and the Sales organization as well as externally with clients and Financial Advisors by helping to leverage an evolving operating model at the center of an established and rapidly growing business. On a day-to-day basis, you will actively deliver a broad set of separately managed account investment solutions across...

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 Team Overview Production Solutions, within the Data Solutions pillar of Aladdin Data, is responsible for the technical configuration, day-to-day user support, and overall client experience of Aladdin's Data & Analytics enterprise platform. This platform serves as a utility-grade data factory and service toolkit designed to meet the diverse needs of the Aladdin community. The team partners closely with Operations and Engineering to enable products and features for clients. Key areas of focus include expanding the enterprise data asset catalog, developing institutional data domain expertise, enhancing data quality intelligence, and extending data solutions capabilities to solve complex client data challenges. Through direct engagement with vendors and business partners, the team helps ensure the Data & AI organization continues to deliver exceptional client experiences and business value in a rapidly evolving market. Role Description The Production...

About this role About BlackRock Global Client Business BlackRock's Global Client Business (GCB) is responsible for the strategy and distribution of our investment solutions-including open-end funds, closed-end funds, alternatives, and managed accounts-through partnerships with financial intermediaries. Our teams span the U.S. and Canada, EMEA, Asia Pacific, and Latin America. The Opportunity We are seeking a highly motivated Associate to join the China Offshore Wealth team within GCB. This team is dedicated to expanding BlackRock's wealth distribution footprint and deepening client relationships across the region. The successful candidate will support the team in managing key wealth clients based in Mainland China and the Hong Kong SAR, driving the commercial success of cross-border initiatives such as QDII, QDLP, GBA WMC, and MRF. This role plays a critical part in building and strengthening strategic partnerships with leading financial institutions. Key Responsibilities...

About this role About Aladdin Data (AD) Data is at the heart of Aladdin and increasingly the ability to acquire, store, analyse and gain insight from data has become a key component of our competitive advantage. The Aladdin Data (AD) team is responsible for the data ecosystem within BlackRock. Our goal is to build and maintain a leading-edge Enterprise Data Platform (EDP) that provides highly available, consistent data of the highest quality for all users of the platform, notably investors, operations teams and data scientists. EDP supports four outcomes that, together, enable BlackRock's data strategy: Provide high quality, reliable data and services to power the core investment processes for Aladdin clients. Enable Aladdin clients to reduce operational overhead and improve client service by offering Aladdin data through a commercial data warehouse, Aladdin Data Cloud (ADC). Allow non-Aladdin BlackRock teams to focus on value generation, by providing a general-purpose...

About this role Job Description BlackRock's business is investing on behalf of our clients, from large institutions to parents and grandparents, doctors and teachers who entrust their savings to us. We are committed to our client - period. Our promise is to offer them the clearest thinking about what to do with their money and the products and services they need to secure a better financial future. That is why investors of all kinds have made us the world's largest asset manager, entrusting us with trillions of dollars, and this is why companies, institutions and global governments come to us for help with meeting their biggest financial challenges. About Aladdin & Aladdin Accounting BlackRock runs on Aladdin , a unified investment management platform integrating risk analytics, portfolio management, trading, operations, and accounting for informed decisions. Aladdin Accounting extends this capability, delivering a single front-to-back platform with...

About this role Provides ongoing client service to clients, including responding to ad hoc client questions and issues. Provides product and service information to clients and may be involved in identifying upselling opportunities to maintain and increase income streams. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of employee benefits including: retirement investment and tools designed to help you in building a sound financial future; access to education reimbursement; comprehensive resources to support your physical health and emotional well-being; family support programs; 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...

About this role Aladdin Client Experience - Client Success Specialist Required Experience: Experience in financial services, with the following capabilities: Analytical approach Basic or intermediate coding and programming skills Verbal and written communication Critical thinking Multitasking and time management Purpose and Scope: Every day, Client Success Specialists tackles the hardest, most sophisticated problems in FinTech. We utilize our in-depth understanding of Aladdin, our clients' businesses, and the investment management process to provide world-class service to our growing, global client base. Our team members come from different majors and bring diverse skills and experiences to the table, but we share a serious passion for solving tough problems and keeping our clients happy. Our team is known for being industry experts with a reputation for getting the job done. As a team of 170+ strong globally, we... Deliver exceptional...

About this role About Us BlackRock Private Markets BlackRock's global private markets business includes the firm's investment capabilities across Private Equity, Real Estate, Infrastructure, Private Credit, and Multi-Alternatives. BlackRock Private Markets currently manages over $420 billion in total assets and client commitments, with a team of over 1,500 professionals across BlackRock's global teams, including 50+ offices with private markets capabilities, to deliver consistent returns over the long term. Team Overview Alternatives Client Platform ("ACP") is a team with over 60 employees across several offices who support the coordination and administration of investor communications and collateral, programmed to ensure a best-in class client experience for BlackRock's Private Markets investors. This team is responsible for a wide range of activities, including the production of client and fund reports; marketing collateral and presentations; maintaining platform data...

About this role BlackRock Overview: BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. As of December 31, 2024, BlackRock's AUM was $10+ trillion. BlackRock helps clients around the world meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares® (exchange-traded funds), and other pooled investment vehicles across public and private markets. BlackRock also offers risk management, advisory and enterprise investment system services to a broad base of institutional investors through BlackRock Solutions®. As of year-end 2024, the firm had approximately 20,000 employees in more than 30 countries and a major presence in global markets, including North and South America, Europe, Asia, Australia and the Middle East and Africa. For additional information, please visit the Company's website at www.blackrock.com | Twitter: @blackrock_news | Blog:...

About this role Do you thrive in a data environment where analytical and problem-solving skills are key? Look no further. At BlackRock, we are seeking an Onboarding-Contracting Associate who is curious, collaborative, analytical, and passionate to become part of our team. Technology & Operations The Global Client Services (GCS) team is responsible for delivering flexible, scalable, and tech-enabled client service, working in partnership with our client businesses and teams across the firm. Our functional teams include: Global Onboarding (Implementation and Contracting), Investor Services (Client Order Management and Service Centers), and Transfer Agency Services. The Onboarding team is part of BlackRock's Global Client Services division and encompasses both the Implementation & Contracting functions responsible for bringing new client and business opportunities onto the BlackRock platform across the firm's various business channels. The team plays an active and...

About this role BlackRock's business is investing on behalf of our clients, from large institutions to parents and grandparents, doctors and teachers who entrust their savings to us. We are committed to our clients-period. Our promise is to offer them the clearest thinking about what to do with their money and the products and services they need to secure a better financial future. That is why investors of all kinds have made us the world's largest asset manager, entrusting us with trillions of dollars, and its why companies, institutions and global governments come to us for help meeting their biggest financial challenges. About Aladdin & Aladdin Accounting BlackRock runs on Aladdin, a unified investment management operating system that combines risk analytics with portfolio management, trading, operations, and accounting on one platform for informed decisions. Aladdin Accounting extends the scope of Aladdin, providing our clients a single, front-to-back investment...