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Associate, Client Operations Specialist

BlackRock

BlackRock

Operations
San Francisco, CA, USA
Posted on Saturday, August 19, 2023
Description

About this role

About Aperio

At Aperio (part of BlackRock), our strategies are designed to put our clients’ and their clients’ interests at the center of our investment advice; to minimize costs and taxes; and to align portfolios to each client’s unique values/beliefs. We are purposefully growing our quantitative/direct indexing investment management business specializing in managing customized equity portfolios tax efficiently. At Aperio, we work hard and move quickly as a well-coordinated,...

Description

About this role

About Aperio

At Aperio (part of BlackRock), our strategies are designed to put our clients’ and their clients’ interests at the center of our investment advice; to minimize costs and taxes; and to align portfolios to each client’s unique values/beliefs. We are purposefully growing our quantitative/direct indexing investment management business specializing in managing customized equity portfolios tax efficiently. At Aperio, we work hard and move quickly as a well-coordinated, collaborative team whose exceptional people are focused on providing extraordinary client service. If you are looking for an opportunity to grow and contribute in a fun, industry-disruptive, fast-paced environment, Aperio is the place for you.

About This Role

The Client Operations Specialist is responsible for providing administrative support and acting as a “traffic controller” for all requests within the Client Operations request queues (both internal queues and external platform queues) as well as handling a variety of other types of requests (as described below). This includes assigning new accounts and non-standard requests to either the appropriate queue or Client Operations team member and providing excellent customer service. The ideal Client Operations Specialist will also have a strong understanding of Aperio’s workflow processes and will collaborate with the Client Operations Process Improvement Manager and relevant internal stakeholders to implement process improvements.

Duties and Responsibilities

Operational Responsibilities

Monitor and manage the group New Accounts and Operations request queue- directing requests to the appropriate queue, individuals within the team, and/or directly responding to requests.

  • Ensure the orderly assignment of requests to team members by leveraging Salesforce-based request dashboards and factoring in various considerations including level of experience of the assignee and workload management spanning multiple time zones.

  • Act as subject-matter expert on internal workflow processes, especially as they relate to Client Operations.

  • Collaborate with the Client Operations Process Improvement Manager to implement process improvements to enhance scalability and increase efficiency.

  • Effectively document and maintain operational processes.

  • As needed, support the Client Operations team in daily activities including client requests, including but not limited to, producing ad-hoc reports for clients, providing the initial outreach to clients for accounts where we have been delinked, managing the Aged Account and Schedule A processes, and answering our hotline.

  • Communicate with custodians, banks, intermediaries, and brokers to resolve issues and respond to various requests in a timely and professional manner.

  • Post the initial trade, take ownership of working with the various custodians to ensure the tax lot relief method, proxy voting, and other relevant custodial fields are set-up correctly.

  • Process Margin letter requests.

  • Ownership of the Investment Advisory Agreement (IAA) monthly audit & ensure all IAAs are fully executed within 24-48 hours of the initial trade.

  • Actively manage client expectations with a proactive and client-focused approach to issue resolution.

  • Provide strong white glove client service to our clients.

  • Demonstrate a strong work ethic and a willingness to do what it takes to solve problems.

  • Be present in the office consistently as a good role model reinforcing the company’s current FoW policy.

  • Perform other duties and responsibilities, as assigned.

Qualifications:

  • Bachelor’s degree (preferred) or high school diploma with the equivalent combination of experience.

  • 2+ years’ minimum experience in an Administrative Assistant (ideally within a client service or operational group).

  • High level of attention to detail, accuracy, and the ability to balance multiple projects and meet deadline.

  • Strong collaboration skills and can work cross-functionally in a hybrid work environment.

  • Strong analytical and problem-solving skills.

  • Outstanding problem-solving, interpersonal, and organizational skills.

  • Excellent written and verbal communication skills.

  • Ability to work independently and as part of a team.

  • Advanced Microsoft Office capabilities. Experience with investment management software.

  • Knowledge of financial markets.

  • Capacity to work in a fast-paced environment.

  • Knowledge of Salesforce or similar CRM system.

  • Ability to coordinate request assignment.

For California only the salary range for this position is $104,500 – $120,000. 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 retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.

Our hybrid work model

BlackRock’s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 3 days in the office each week, with the flexibility to work from home up to 2 days a week; some business groups may require more time in the office due to their roles and responsibilities. Beginning in September, all employees will shift to at least 4 days in the office per week, with the flexibility to work from home 1 day a week. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.

About BlackRock

At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children’s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.

This mission would not be possible without our smartest investment – the one we make in our employees. It’s why we’re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.

For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock

BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.

We recruit, hire, train, promote, pay, and administer all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person’s appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses.BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.