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

Overview

Associate, Client Onboarding Specialist in BlackRock's SMA Solutions team, supporting customized Separately Managed Account portfolios for wealth clients through daily onboarding and servicing operations.

What you'll do

• Onboard and service SMA accounts.
• Collaborate with clients, custodians, and other internal partners to resolve issues.
• Deliver a superior client experience, including understanding client needs and responding to client queries.
• Collaborate on projects to streamline operations, automate processes, and reduce errors.
• Set up new custodians, platforms, and interfaces.
• Act as 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.
• Support issue management and escalation coordination, ensuring timely resolution and clear communication to stakeholders.
• Perform other duties as assigned.

What you'll need

• 3-6 years of experience in client service, operations, sales or portfolio management support.
• 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 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.

Nice to have

• Background in client service and account onboarding.

Details

• Location: Mumbai, India.
• Hybrid work model: at least 4 days in the office per week, with the flexibility to work from home 1 day a week.