BlackRock Recruitment – Client Onboarding

Website BlackRock

Job Description:

FutureAdvisor is a digital platform for delivering financial advice and investment management and is a part of BlackRock’s Digital Wealth organization. This product has both a digital platform and more traditional asset management service component to support its clients.

Job Responsibilities:

  • Create specs and engineering tickets for work to be evaluated and completed to resolve identified issues.
  • Help determine workflow and test processes for new products and platforms
  • Work with product, platform delivery and engineering teams to improve user experience and develop product enhancements, such as:
  • Resolve NIGOs with clients, advisors and back office operations
  • Communicate the sign-up process to clients and setting client expectations for their onboarding experience.
  • Anticipate issues and proactively mitigate them.
  • Manage the client onboarding process from generation of custodian paperwork, follow-up, client education, and preparation of accounts for trading.
  • Handle unique asset transfer cases and developing internal procedures or automated solutions where needed.
  • Create and test new ideas to improve enrollment success [call campaigns, new emails, etc]
  • Independently identify process and website improvements
  • Answer questions about our service, the algorithm, the onboarding process, and technical issues via phone and email.

Job Requirements:

  • Customer service orientation and attention to detail and commitment to quality
  • General knowledge of financial markets, investment classes, and business operations
  • Excellent research and analytical skills
  • Curiosity and Professionalism
  • Excellent written and verbal skills
  • Highly Proactive, taking on ownership of issues and follow through to resolution
  • Efficiency and ability to successfully multitask in a fast-paced environment
  • 2 + years of work experience in finance or a customer facing role.
  • Desire to learn about the Investment Management industry
  • Ability to interact as a team member and maintain a flexible attitude

Job Details:

Company: BlackRock

Vacancy Type: Full Time

Job Location: Princeton, NJ, US

Application Deadline: N/A

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