Associate, Client Service - Whole Portfolio Servicing
BlackRockAbout 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
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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