Associate, Client Onboarding Specialist, SMA (Separately Managed Accounts) Solutions
BlackRock · Posted Oct 28
Investment management, asset management, risk analytics, and wealth services
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About the role
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, serving wirehouses, wealth advisors, family offices, endowments and foundations. The SMA Solutions business is hiring for a team dedicated to supporting customized portfolio offerings to Wealth Clients. This role oversees daily client operations in account onboarding and maintenance, including onboarding accounts into platforms, responding to client inquiries, processing account transitions and strategy updates, and collaborating with Portfolio Managers, Investment Operations and technology support to resolve issues and mitigate risk.
What you will do
- Onboarding and servicing of SMA accounts.
- 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.
Skills used in this role
What the employer is looking for
- 3-6 years of experience in client service, operations, sales or portfolio management support.
- Background in client service and account onboarding 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.
Benefits and support
- Strong retirement plan
- Tuition reimbursement
- Comprehensive healthcare
- Support for working parents
- Flexible Time Off (FTO)
About BlackRock
BlackRock, Inc. is an American multinational investment management corporation and the world's largest asset manager. The firm provides institutional and individual clients with a broad range of investment, advisory, and risk management products, including its proprietary Aladdin financial technology platform. Headquartered in New York City, BlackRock manages trillions in assets across global equity, fixed income, alternative investments, and iShares exchange-traded funds (ETFs).
- Industry
- Investment Management
- Company size
- 24900 employees
- Founded
- 1988-03-09
- Location
- New York, New York, USA
- Funding stage
- Public Company
Leadership
Chairman and Chief Executive Officer
President and Director
Chief Financial Officer and Global Head of Corporate Strategy
Chief Operating Officer
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