Associate, Client Service

BlackRock, Inc.; Atlanta (GA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Healthcare

Discretionary bonus

Retirement benefits

Leave benefits

Job summary

BlackRock, Inc. in Atlanta, GA is seeking a Client Service Officer to support senior CEM members and manage client relationships. You will develop solutions to service challenges, oversee delivery of invoices and reports, and collaborate with internal teams on RFPs and client communications.

Ideal candidates have 5+ years in financial services, strong MS Office skills, and a collaborative mindset. This role offers a 4+ day in-office hybrid schedule and a discretionary bonus alongside retirement

Qualifications

• At least 5 years of experience in financial services.
• BA/BS or equivalent.
• Strong Microsoft Office skills and ability to multitask.
• Ability to work independently and meet deadlines.
• Interest in financial services/investment industry and willingness to learn.
• Able to work in a collaborative team and handle additional responsibilities.
• Ability to evaluate processes and implement operational improvements.

Responsibilities

• Build relationships, foster connectivity and manage client expectations.
• Develop solutions to service challenges and ensure clear client communication.
• Drive the client experience agenda with transparency and execution.
• Participate in regulatory, platform, and client-related projects.
• Own client service experiences and assess implementation impacts.
• Ensure timely delivery of invoices, reporting, price files, and data.
• Address new operational requests and summarize completion for partners.
• Identify, remediate, and perform root cause analysis of Operating Events.

Skills

Relationship management

Microsoft Office

Communication skills

Self-starter

Financial services knowledge

Education

BA/BS or equivalent

Tools

Microsoft Office

Job description

About this role

BlackRock’s purpose is to help more and more people experience 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

About BlackRock

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 responsible for, the oversight of the servicing of the firm’s clients. This includes service delivery, developing service solutions, and the enhancement of the client experience.

Role Responsibility

You will work directly with Consultant Firms and our mutual clients to resolve operational client issues and raise more complex subject matters to internal partners. Initially supporting senior members of CEM in all aspects of client service, you will be encouraged to progress rapidly, and take on responsibility for independent Consulting Firm coverage. You would also collaborate with other internal teams to generate Requests for Proposal (RFP) responses by researching the operational data needed.

Client Service Officer Role

• Build relationships, foster connectivity & manage expectations with clients
• Navigate BLK to develop solutions to service challenges, making the firm feel small to clients
• Drive the agenda on client experience ensuring transparency and execution in any client communication requirements
• Participate in regulatory, platform, and client related projects
• Own client service experience and tackle any responsibilities that the CEM team have relating to implementation impact on our client arrangements
• Ensure timely and accurate delivery of client deliverables (invoices, reporting, price files, data etc.) by working cross functionally and establishing relationships with internal teams
• Address new operational requests (e.g., changes to client report) and provide summary of completion notification to broad partners
• Identify, remediate, and perform root cause analysis of any Operating Events that may impact the client experience; develop long-term process failure mitigation approach

Experience

• 5 years of experience in financial services field preferred
• BA/BS equivalent
• Strong grasp of Microsoft Office applications is important, with technical skills that allows you to multitask many programs at once
• Efficiently handle deadlines and pose ability to work independently for routine client projects
• An interest in the financial services/investment industry and a desire to learn, both independently and in group settings
• A self-starter knows when to raise issues as appropriate. Must be able to work as part of a collaborative team and assume additional responsibilities as the need arises
• Ability to evaluate processes inefficiencies, identify and implement business operational improvements and resolve issues. Innovative problem-solving capabilities and ability to think and act quickly and creativity
• Good oral and written communication skills

For Atlanta, GA Only the salary range for this position is USD$90,000.00 – USD$120,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.

Our benefits

To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents 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 the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.

About BlackRock

At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children’s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.

This mission would not be possible without our smartest investment – the one we make in our employees. It’s why we’re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.

For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock

BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC’s Know Your Rights poster and its supplement and the pay transparency statement.

BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email [e-mail]. All requests are treated in line with our privacy policy .

BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.