Associate, Client Onboarding Associate

Atlantaonsitejunior

Posted today · via Workday

About this role

About this role Job Description 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 our clients, from wealth advisors to family offices to endowments and foundations. About this Role The Onboarding Team leads the onboarding of portfolios and supports account maintenance within the retail channel. Onboarding sits at the center of internal BlackRock teams (sales, portfolio management, investment operations, and corporate functions) across all regions. We work hard and move quickly as a well-coordinated, collaborative team whose exceptional people are focused on providing extraordinary client service.…

Read the full description on Blackrock's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: rest, teams, salesforce

2

Level fit

This role is junior-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Atlanta. We weight your proximity and willingness to relocate.

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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

restteamssalesforce

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