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BlackRock

Onboarding Implementation Associate

Posted 23 Days Ago
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Edinburgh, City of Edinburgh, Scotland
Entry level
Edinburgh, City of Edinburgh, Scotland
Entry level
Responsible for onboarding new clients and portfolio changes, coordinating with teams, managing timelines, and driving process improvements while ensuring compliance and training team members.
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About this role

About BlackRock

BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, our clients turn to us for the solutions they need when planning for their most important goals.
 

About Client Experience

Our mission within the Client Experience (CX) organization is to make it easier for clients to do business with BlackRock, making service so simple it becomes a source of alpha. We are organized across 4 key pillars:

1. Client Experience Delivery, client-facing teams orchestrating all aspects of service delivery, and onboarding teams bringing new business onto our platform,

2.Wealth, differentiated capability for both Whole Portfolio and Wealth clients & products, respectively,

3.Client Experience Operations, core client operations teams driving reporting, billing, and onboarding due diligence across the globe, and

4.Client Experience Transformation, accelerating progress towards our CX mission via research and competitive insights, analytics, marketing, business and change management

Role Overview

As a member of the team this role will be responsible for the daily tasks relating to new client portfolio and fund-launch events. As well as critical client change activity such as investment guideline updates and benchmark changes. The successful candidate will be responsible for leading changes to client’s portfolios and BlackRock funds, leading the launch of certain portfolios and coordinating internal BlackRock teams (sales, portfolio management, investment operations, and corporate functions) across EMEA.

Role and Responsibilities

  • Coordinate and run launch and change events with all impacted partners (internal and external)
  • Partner with our sales and client service teams and to manage the onboarding experience by clearly articulating the key landmarks to implement a new portfolio or a desired change
  • Review activity dashboard and handle the tasks associated with client onboarding activities
  • Provide critical control functions such as requesting/receiving sign-offs from key functions in advance of launches/changes becoming effective and incorporating service level agreements into credible end-to-end timelines
  • Build strong relationships across the organization by listening carefully to our internal partners and working hard to deliver for the firm
  • Identify and drive process improvement opportunities that lower the risk of errors and increase efficiency
  • Participation in the development and implementation of continuous improvement of the control environment, policies and procedures, looking for ways to innovate and drive the business forward, delivering a superior client experience.
  • Act as a role model within the team and when required, assist in the training and development of team members, helping them prioritise their own workloads appropriately.

Proficiencies

  • Excellent working knowledge of Microsoft software such as Outlook, Word, Excel and PowerPoint and Information Technology skills
  • Strong interpersonal skills and be confident, friendly and respectful individual with excellent written and verbal communication skills, comfortable liaising with clients and colleagues at all levels.
  • Analytical skills with an aptitude for problem solving and willingness to exceed for clients
  • Motivated, diligent and cares about results
  • Strong planning and organisational skills with the ability to manage and control their own priorities to meet deadlines
  • An enthusiasm for the financial markets
  • A good teammate, able to integrate and build rapport quickly
  • Respect for process governance

Our benefits

To help you stay energized, engaged and inspired, we offer a wide range of employee benefits including: retirement investment and tools designed to help you in building a sound financial future; access to education reimbursement; comprehensive resources to support your physical health and emotional well-being; family support programs; 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 Employer.  We evaluate qualified applicants without regard to age, disability, race, religion, sex, sexual orientation and other protected characteristics at law.

Top Skills

Excel
Microsoft Outlook
Microsoft Powerpoint
Microsoft Word

BlackRock Edinburgh, Scotland Office

Edinburgh, United Kingdom

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