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Associate, Client Service - Whole Portfolio Servicing

BlackRock
Wilmington, United Statesfull_timeVerifiedPosted 21 Jul 2025

About the role

About this role

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:

  • Client Experience Delivery - client-facing teams orchestrating all aspects of service delivery, and onboarding teams bringing new business onto our platform

  • Wealth - differentiated capability for both Whole Portfolio and Wealth clients & products, respectively

  • Client Experience Operations - core client operations teams driving reporting, billing, and onboarding due diligence across the globe

  • Client Experience Transformation - accelerating progress towards our CX mission via research and competitive insights, analytics, marketing, business and change management.

Team Overview

Whole Portfolio Servicing (WPS) sits within the Client Experience Delivery organization and is responsible for delivering personalized client servicing to deepen and grow some of our most complex and diverse client engagements. By building our capabilities to meet the broad needs of whole portfolio mandates, we create a differentiated servicing experience for the growing volume of large-scale strategic solutions partnerships. In the role of Client Service Officer (CSO) you will be a dedicated member of the client servicing team for BlackRock’s OCIO business.

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

  • Establish a positive relationship with complex OCIO clients and build a deep understanding of their organization and whole portfolio investment solution

  • Demonstrate a deep client knowledge to understand how BlackRock can continuously improve its service proposition for complex clients

  • Lead the design and documentation of a servicing standard that meets each client’s needs

  • Deliver a dedicated service experience that exceeds this standard through proactive engagement

  • Partner with specialized implementation team members, to onboard and handle ongoing change to your complex mandates

  • Partner with colleagues and functions across BlackRock to innovate and develop new technology and operational processes that continue to improve the clients’ servicing experience

  • Own and evolve the core operational service offering in partnership with operational groups across the firm and our key third party providers

  • Contribute to client RFP pitches and new business opportunities in your capacity of CSO, being a role model for delivering superior Client Experience

Experience

  • Proven client management skills and service philosophy

  • At least 3 years of experience in financial services

  • Ability to understand complex investment portfolios and experience with associated operating models

  • Experience in contributing to and delivery of client RFP pitch materials and presentations

  • Strong understanding of the key operational activities required to support multi-asset solutions for large clients

  • Problem solver who seeks to innovate and design solutions

  • Naturally exudes emotional ownership for client needs

  • Confidence to form and deliver a clear opinion and articulation of your rationale

  • 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

  • Understanding of the US regulatory landscape and how it impacts US institutional clients preferred

For Wilmington, DE Only the salary range for this position is USD$82,000.00 - USD$108,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including heath care, 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 ret

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Company

BlackRock

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