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Associate, Client Operations
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Full-time
- 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.
- As assigned, facilitate the onboarding of new accounts by working closely with the intermediary, custodian, and internal teams (Business Development, Portfolio Management, Investment Operations, etc.)
- You will also act as a liaison between the Client Operations team and various Aperio functions including Business Development, Trading, Portfolio Management, Operations, Billing, Performance and Process Engineering.
- 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.
- Experience with custodial websites, CRM client database (Salesforce) and APX portfolio management system a plus.
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