Associate, Relationship Manager – Client Service

BlackRock, Inc.; San Francisco (CA); Hybrid; USD 100,000 - 130,000; Full time

Benefits offered by this job

Healthcare

Leave benefits

Retirement benefits

Hybrid work model

Job summary

BlackRock in San Francisco seeks a Client Service Officer to join the Client Experience Delivery team. You will independently support an assigned group of clients, resolve complex service issues, and act as the connector between clients, Relationship Managers and internal partners to ensure timely delivery of client change activities.

Ideal candidates have at least 3 years of experience in operations, sales, or portfolio management support, with a BA/BS.

Qualifications

• Minimum 3 years of experience in operations, sales, or portfolio management support.
• BA/BS degree or equivalent.
• Ability to understand complex investment portfolios and operating models.

Responsibilities

• Provide service support to an assigned group of clients and resolve complex issues.
• Serve as the connector between client, Relationship Manager, and internal teams to ensure delivery of client change activities.
• Support client activities that contribute to revenue delivery and retention.
• Coordinate with internal stakeholders (operational, legal, compliance) to resolve client challenges.
• Assist in preparing RFP responses with operational content.
• Participate in risk and complexity pre-screens and deal team meetings as needed.
• Participate in projects affecting clients, including regulatory or platform initiatives.

Skills

Client management

Service philosophy

Relationship management

Portfolio management support

Problem solving

Works under pressure

Prioritization

Client needs empathy

Education

BA/BS equivalent

Job description

About this role

About BlackRock

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 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 Client Experience 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

In the role of Client Service Officer (CSO) you will be a dedicated member of the client servicing team for an assigned segment of clients (Family Office, Healthcare, Foundation, and Endowment). You will work directly with clients and internal partners to own and resolve operational client issues. Through regular engagements, you will deliver the best of BlackRock to clients and provide a differentiated client experience.

Client Service Officer Role

• Independently provides service support to an assigned group of clients; Capable of resolving service problems of higher complexity either directly or by engaging the appropriate internal partners
• Serves as connector between client, Relationship Manager, and broader organization to ensure delivery of client change activities, including new mandates
• Support in client activities leading to revenue delivery and retention
• Partner with operational stakeholders for change events (i.e., reporting or guideline change) so that client intent is fully understood and appropriately addressed
• Coordinates across internal BlackRock partners (operational, legal, compliance) to reach resolution for client challenges
• Assists in preparing RFP responses with respect to operational content
• Partners in the completion of risk and complexity pre-screens and participating in deal team meetings as needed
• Participate in projects/initiatives (regulatory, platform and/or client) to the extent they impact the client

Experience

• Proven client management skills and service philosophy with at least 3 years of experience in operations, sales, or portfolio management support
• BA/BS equivalent
• Ability to understand complex investment portfolios and experience with associated operating models
• Strong understanding of the key operational activities required to support clients
• Problem solver who seeks to innovate and design solutions
• Naturally exudes emotional ownership for client needs
• Excellent interpersonal skills and team-approach attitude
• Operates optimally under pressure and working to tight deadlines
• Proficiency in independently prioritizing own work
• Appreciation for importance of process to handle risk
• A quick and curious learner who seeks to improve themselves and those around them

For San Francisco, CA Only the salary range for this position is USD$100,000.00 – USD$130,000.00 . 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 .

We recruit, hire, train, promote, pay, and administer all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person’s appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses.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.