Associate, Client Order Management

About this role

BlackRock is one of the world’s preeminent asset management firms and a premier provider of global investment management, risk management and advisory services too institutional, intermediary, and individual investors around the world. BlackRock offers a range of solutions — from rigorous fundamental and quantitative active management approaches aimed at maximizing outperformance to highly efficient indexing strategies designed to gain broad exposure to the world’s capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the industry-leading iShares® ETFs.

Team Overview

The Client Order Management (COM) Team serves as a central point of contact for our global clients and internal departments who wish to instruct investment changes. We are responsible for receiving, coordinating and facilitating client trade instructions into/from BLK funds including client query management. The team supports the client through the investment process, from notification to settlement, in close coordination with internal BLK groups and external third parties. The COM team is tasked with ensuring that order placement is accurate and consistent through an optimal and efficient operating model. COM uses Aladdin technology to provide first class client service via emails and telephone, assisting with any ad-hoc client requests.

Having at least 5 years industry experience, the COM Associate / Analyst will be expected to undertake a wide range of functions including order and query management, onboarding, exception handling and client support in the digital space. In placing emphasis on risk and quality control, the Associate will contribute to strengthening COM’s Client Service Excellence Role standards offering, through challenging and volunteering solutions. In addition to providing flexible support within the team, contribution to projects will also be expected.

Expertise

• Deliver a superior client experience via query management and onboarding for clients, consultants and third party administrators.

• Possess a positive ‘get the job done’ attitude, displaying a flexible approach to an ever changing environment.

• Thrive in a culture of excellence, innovation, communication and accountability, where all members of the team are motivated to go above and beyond, think globally and creatively

• Demonstrate capability to achieve high proficiency in the core systems plus aptitude for learning new applications.

• Actively contribute to the success of projects executed within the team.

• Understand end to end client support processes with the ability to analyze trends in queries to help constantly improve service and client deliverables

Influence

• Able to exercise sound judgment and facing off with partners at all levels

• Serve as a contact for clients / agents for communication of investment instructions

• Demonstrated analytical ability, maturity and judgment in dealing with clients

• Ability to interact confidently with internal partners

• Ability to enlist the support and expertise of others within the team as needed

• Ability to initiate changes with external and internal team members

Accountability

• Understand, operate within and adhere to internal team and BLK policies/ procedures.

• Demonstrate that processes are followed accurately, methodical and conscientious approach to tasks.

• Understand and be able to articulate the risks associated with responsibilities, suggest approaches to mitigate risk. Raise issues as appropriate at the earliest opportunity.

• Demonstrate the ability to balance client needs with BLK’s policies and operational procedures whilst managing expectation of clients

• Take responsibility for completing work, seek ways to improve processes/system

• Have a personal commitment to get the job done, take pride in what you do and how you perform.

Qualifications

• BS/BA in business, finance, accounting, economics, or related field.

• At least 5 years of professional experience after graduation and/or equivalent experience in a related field

• Models Service Excellence showing excellent communication through professional telephone/email etiquette and interpersonal skills.

• Fluent in English and Mandarin

• Possess time management and prioritization skills.

• Attention to detail.

• Highly proficient on industry standard software (e.g. Microsoft Office)

• Previous experience in quer