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Albatross

Associate , Client Onboarding Specialist, SMA (Separately Managed Accounts) Solutions

BlackRock
Banking · Sales & Marketing › Sales Manager
دوام كاملفي المقر2+ سنوات

Mumbai, India

عن الوظيفة

About this role Team Overview BlackRock Separately Managed Accounts (SMA) Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wirehouses and wealth advisors to family offices to endowments and foundations. About the Role BlackRock SMA Solutions empowers clients to customize portfolios for tax efficiency, values alignment, and unique investment exposures across direct indexing, fixed income, active equity, and multi-asset strategies. We serve a diverse client base from wealth advisors and family offices to endowments and foundations. As we continue expanding globally, we're seeking an Investment Operations Specialist who can support middle office functions for our tax managed strategies. BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. Responsibilities • Onboarding and servicing of client accounts for the APAC/EMEA regions. • Collaborate with clients, custodians, and other internal partners to resolve issues. • Deliver superior client experience to clients, including understanding client needs, fielding and responding to client queries. • Collaborate on projects to streamline operations, automate processes, and reduce errors. • Set up new custodians, platforms, and interfaces. • Other duties as assigned. • Act as a primary coordinator across cross‑functional teams to ensure timely and accurate delivery of initiatives. • Develop, document, and maintain Standard Operating Procedures (SOPs) to support scalable, repeatable, and controlled operations. • Proactively identify process gaps, risks, and inefficiencies, and drive solutions in collaboration with stakeholders. • Track progress against deliverables, manage dependencies, and ensure commitments are met. • Promote a culture of ownership, accountability, and continuous improvement within the team. • Act as a self‑starter, independently prioritizing work, managing multiple deliverables, and driving progress in an evolving program environment. • Support issue management and escalation coordination, ensuring timely resolution and clear communication to stakeholders Requirements • 3-6 years of experience in client service, operations, sales or portfolio management support. • Background in client service and account onboarding in Aladdin is preferred. • Proven ability to build strong relationships with senior management, key clients, and internal/external stakeholders (e.g. Portfolio Managers, Custodians, Brokers). • Exceptional attention to detail and problem-solving abilities. • Excellent written and oral communication skills, and comfort in working closely with clients and colleagues at all levels. • Ability to operate/prioritize effectively and adhere to tight deadlines • BA/BS or equivalent • Self‑starter with the ability to work independently, prioritize effectively, and operate in a fast‑paced environment. Our benefits …

الموقع

Mumbai, Maharashtra · 🇮🇳 الهندالتأشيرة والمعيشة في الهند ←
Associate , Client Onboarding Specialist, SMA (Separately Managed Accounts) Solutions at BlackRock (Mumbai)