Analyst, Client Implementation Analyst

About this role

Team Overview

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.

About this Role 

We are looking for a highly organized and energetic Client Implementation Analyst to join our Client Experience team.   

As a Client Implementation Analyst, you’ll serve as the primary point of contact for new or existing clients, providing a wide range of implementation and service support. You will also act as the liaison between the client and various Aperio functions including business development, trading, portfolio management, operations, billing and performance reporting. This position requires strong client-facing and relationship management skills in order to build strong, successful partnerships between all parties.  

The ideal candidate must enjoy working with clients, have exceptional organizational skills, have an interest in the financial markets, and be capable of prioritizing multiple projects. 

Duties and Responsibilities 

• Support Client Implementation team in handling all daily activities, client requests, new account setups, new intermediaries and platforms, account transitions including custodian changes, name changes, tax id changes, account splits/consolidations, etc., contract reviews and administrative functions. 

• As needed, provide assistance to broader Client Experience team.  

• Collaborate with Business Development, Portfolio Management, Investment Strategy and other departments, as needed, to produce high quality, client-focused DDQs and other questionnaires within challenging timeframes. 

• Research and respond to client inquiries in a timely manner; escalate issues as appropriate. 

• Oversee client interaction — act as a conduit between client and the rest of Aperio; introduce technology and services to clients as appropriate;  

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

• Collaborate with fellow team members to provide exceptional service for existing and prospective clients. 

• Manage and/or participate in the quarterly updates to Consultant Databases. 

• Manage the onboarding of new direct clients or the servicing of existing ones (gifting requests, account maintenance, etc.). 

• Improve the onboarding of new intermediaries and/or platforms to ensure a positive experience from the beginning.  

• Facilitate and support the contract negotiation process, in close coordination with the Legal and Compliance team, responsible for managing deadlines, feedback from all groups (both internal and external), and client communication. 

• Assist in monitoring group email inbox - directing requests to the appropriate group and/or directly responding to requests. 

• Participate in projects to enhance the client experience, streamline operations, automate processes, reduce errors and support the firm’s growth. 

• QA (quality assurance) yours and the work of teammates to minimize potential errors. 

• Update addresses and contact information in Salesforce, as needed. 

• Actively manage client expectations as related to Aperio’s Client Implementation and broader Client Experience team processes, with a proactive and client-focused approach to issue resolution. 

• Effectively document and maintain/evolve processes to enhance the client experience, streamline operations, automate processes and reduce errors. 

• Act as subject-matter expert on a wide range of client issues and internal processes, as they relate to Client Implementation and broader Client Experience processes. 

• Participate in the training of new hires and cross-training of existing team members. 

• Perform other duties and responsibilities, as assigned. 

Required Skills/Experience 

• BA/BS required. 

• The ability to work independently under minimal supervision, with exceptional problem-solving proficiency. 

• Minimum 3 years’ experience in an investment management firm. 

• Background in or understanding of financial markets including knowledge of current market trends and competitive landscape. 

• A desire to understand Aperio's structure and identify opportunities to utilize Aperio resources to meet client needs 

• Demonstrate a strong work ethic and a willingness to do what it takes solve complex problems and/or resolve complex client requests. 

• Strong organizational skills to manage data, projects, and processes. 

• The ability to use considerable tact and discretion when dealing with client or sensitive data 

• Exceptional interpersonal skills to interface with clients, prospects, custodians and colleagues 

• Excellent communication (both verbal and written) and client relationship management skills — whether interaction is in-person, over the telephone or via email 

• Ability and desire to work in a fast-paced environment that can be unstructured; a proven ability to handle pressure, multi-task and prioritize work at all times   

• Excellent attention to detail and high degree of accuracy and consistency 

• Outstanding knowledge of Microsoft Office with strong Microsoft Excel skills.  

• Experience with custodial websites, CRM client database (Salesforce) and APX portfolio management system a plus 

Desirable Skills 

• Understands own strengths and weaknesses and has experience in complementing them within a team. 

• High level of self-awareness and integrity; ability to take and give constructive criticism with humility, introspection, and respect. 

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 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. 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.