24 client support associate jobs found

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 Role Description: BlackRock SMA Specialists in US Wealth Advisory are responsible for accelerating the growth of Separately Managed Accounts in partnership with generalist relationship managers across all advisor segments (Wirehouse, Independent and RIA). SMA Specialists serve as a subject matter expert across the full range of BlackRock SMA offerings including active FI and equity SMAs, Aperio direct indexing and SpiderRock option overlay strategies. They are tasked with developing client relationships, educating financial professionals on the benefits of SMAs, and positioning BlackRock's full suite of custom SMA solutions for their high-net-worth clients. They are the go-to resource for education and training for the internal sales team. They will be focused on delivering deep expertise and broadening our reach to more advisors while proving a "white glove" experience to SMA clients making BlackRock the most convenient asset manager to do business with....

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 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 Platform & Portfolio Support 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 be responsible for centralized portfolio and client service...

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 BlackRock's SMA Solutions business is establishing a new team dedicated to the support of a model-based accounts that invest in alternative assets. This individual will be responsible for the daily operations functions that are related to supporting this new product, inclusive of new account setup, trade flow management, reconciliation and data quality. They will also work in close collaboration with internal & external stakeholders (e.g. Portfolio Managers, Distributors, Transfer Agents) to resolve issues and mitigate risk with a client service mentality. As this offering grows, they will also support the...

About this role Due to our continued phenomenal growth, we are actively seeking client-facing sales professionals with a proven successful track record of managing an assigned territory to help identify, develop, and own client relationships. The model portfolio landscape is one of the fastest growing areas of the Asset Management Industry and continues to expand at a rapid pace. BlackRock is a leader and pioneer in this space with a variety of different model solutions for clients to choose from. Business Description BlackRock's US Wealth Advisory business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs and sub-advisory relationships USWAs mandate is to deliver One BlackRock to retail. Role Description BlackRock Model Specialists in US Wealth Advisory are responsible for accelerating the growth of Model Portfolios. The...

About this role Want to elevate your career by being a part of the world's largest asset manager? Do you love working in an environment that develops positive relationships and recognizes outstanding performance? Look no further! We know you want to feel valued every single day and be recognized for consistent contribution. At BlackRock, we strive to empower our employees to make a difference and actively engage your involvement in our success. With over USD $6 trillion of assets we have an outstanding responsibility: our technology and services empower millions of investors to achieve their ambitious goals of saving for retirement, paying for college, buying a home and improving their financial well-being. BlackRock is currently seeking professionals at the Associate level to become part of our Portfolio Compliance team. Team Overview The Portfolio Compliance Group (PCG) is a global team within the Business Operations department at BlackRock where we are responsible for...

About this role Are you an Investment Accounting professional searching for an exciting, significant, multi-faceted opportunity with the world's largest asset manager? If you pride yourself on building positive relationships, developing process solutions and bringing strategic visions to fruition, then look no further! BlackRock is pursuing an Associate to become a part of the team. We recognize that strength comes from diversity, and will accept rare skills, eagerness, and passion. All the while supporting the freedom to grow authoritatively and as an individual. We know you want to feel valued every single day and be recognized for contributions! At BlackRock, we strive to equip our employees and actively engage their involvement in our success. Our technology and services empowers millions of investors to save for retirement, pay for college, buy a home and improve their financial well-being. Join the team and experience what it feels like to be part of an organization that...

About this role About this role We are actively seeking client-facing sales professionals with a proven successful track record of managing an assigned territory to help identify, develop, and own client relationships. As the world's largest asset manager, BlackRock has product and solution offerings for almost any investor's needs. In this sole practitioner role, you will be directly responsible for representing the entirety of the firm to retail Wirehouse, RIA and Independent advisors using data insights and technology to execute sales. This role may be based in any of our home office locations - Princeton, Boston, Chicago, San Francisco & Atlanta - with occasional territory travel. Business Description: BlackRock's US Wealth Advisory ("USWA") business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs, and...

About this role ACB Core COO Team BlackRock's Americas Client Businesses (ACB) Core COO Team is responsible for supporting business development and retention efforts in the US, Canada and Latin America. This role supports the Americas Institutional Business (AIB) which is responsible for developing and maintaining relationships with sophisticated institutional investors. Professionals within AIB work together to deliver a full range of asset management, risk management and advisory services supporting our clients' investment objectives. About the Role: ACB Core COO is seeking a motivated professional to join our Institutional RFP team as an RFP Writer in Atlanta, GA or Princeton, NJ. The successful candidate will craft highly customized sales documents for institutional client opportunities and serve as an essential part of the deal team, driving BlackRock's business development efforts. This role provides the opportunity to collaborate with all groups across the firm...

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...

The CARE Navigator is responsible for providing administrative and operational support to the Outpatient Division. The Care Navigator ensures efficient scheduling, accurate money handling, and effective communication across assigned sites and programs. This role serves as Safety Officer for the division and provides clerical and operational support to Access functions. The Care Navigator contributes to the smooth daily operation of outpatient programs, supporting both clinical and administrative leadership. Key responsibilities include: Maintaining daily, weekly, and monthly schedules for clinical, medical, and administrative staff Managing client co-pays, payments, and program revenue tracking; maintaining accurate records for fiscal reporting Serving as site Safety Officer, ensuring safety drills, inspections, logs, and compliance with organizational and regulatory standards Supporting Access operations, including live call coverage, intake scheduling, and referral...

Improves client well-being and functioning by assisting clinical case manager in the coordination of services that support TRAIL clients. Support services include helping clients 1) master an array of needed life skills, 2) to actively participate in community activities, 3) to provide alternative settings and means to explore clinical issues using direct care interventions based on treatment goals and objectives, and 4) conducting assessments including the Casey Life Skills Assessment. Position responsibilities include: • Provides psycho education to TRAIL clients and families, works with school system, employers, and medical and other professionals involved with the TRAIL clients. • Will complete routine documentation activities. • Model professional behavior, demonstrate rapport-building and maintain appropriate boundaries with clients and conform to Agency standards and codes of conduct. • Provide youth with in-person therapeutic support services and psychoeducation...

About this role We are looking for an ambitious and motivated individual to be part of our Index Licensing Operations (ILO) team. This team member will be aligned to specific index vendors to develop a deep understanding of their specific reporting requirements and fee structures and will be the operational face to the vendor. They will assist with evolving ILO processes and tools that drive index usage reporting and invoicing each quarter. They will also help with key initiatives to drive technology, streamline processes, and enhance quality control measures. Key Responsibilities: Partner with remote Index Licensing Operations production team to ensure timely and accurate delivery of quarterly reports and invoice payments, and act as point of escalation when needed Be a subject matter expert for assigned vendors and the point of contact for reporting sign-off, questions, and contract implementation Understand material changes to BlackRock's vendor relationships and...