Associate, Client Service at BlackRock

About this role Business Description:

• As the leading investment and risk manager, Black Rock is committed to providing exceptional service to its clients. As our business continues to grow and our client’s investment strategies become more sophisticated, the need to support complex service requirements is crucial to maintaining Black Rock’s position as an industry leader in providing outstanding client service.

• The Client Experience Delivery – Client Experience Management (CEM) team works with the Black Rock Client Business to ensure that the operational needs of our clients are understood and aligned with the operational teams across Black Rock.

• You will work with our clients, supporting a variety of servicing inquiries and operational functions. We are the first line of operational / business liaison service and support for our clients, and Client Business teams covering Black Rock’s offshore funds (Luxembourg) and Taiwan onshore funds, ETFs and DIA (Discretionary Investment Account).

Responsibilities:

• Be responsible for the overall operational client service experience alongside the Client Teams throughout the client lifecycle

• Handle clients’ change requests in Black Rock funds and ETFs with external transfer agents.

• Partner with Due Diligence Team to contact brokers and participated dealers on KYC documents collection for pre-IPO and post-IPO to comply with local AML/KYC regulations.

• Work closely with internal and external partner teams, including but not limited to, Global Client Business, ETF Capital Market, Business Operations, local and global custodians and transfer agents.

• Be responsible for ETF hotline and provide high quality client services, answering inquiries and resolving problems from clients as well as internal Black Rock groups.

• Demonstrate risk awareness and focus on delivering and documenting an appropriate operational control framework around client servicing including review and validation of monthly metrics.

• Seek operational improvements wherever possible, to facilitate take-on of additional activities through automation of existing processes.

• Establish / enhance trusted and strong relationships with key partners within Black Rock

• Partner with Client Business Team and other business partners to develop effective solutions and continually looking for ways to innovate to expand our service capabilities.

Requirements:

• 3+ years of experience in Operation(Transfer Agency), Client Service or Coordination focused role/s is essential.

• In-depth understanding of ETFs and mutual funds from a client servicing, operations and regulatory perspective.

• Experience in dealing with clients and associated operational risk matters.

• Illustrated strong ability and track record in resolving and implementing change to processes and products.

• Dedication to meeting client needs

• Ability to work with a broad range of functions within and outside of the business to deliver key initiatives

• Ability to work in a small team and across several larger teams - work well with all levels, industry groups, business heads and the firm’s senior management.

• Professional Licenses: SITCA licensing (Securities Investment Trust & Consulting Professionals) is required

• Prepared to take the initiative and take the lead in handling operational improvements and change.

• Experience of working in a multifaceted, fast-paced environment with high self-assurance, energy and drive

• Possession of strong interpersonal skills, and develop strong collaborative working partnerships

• High proficiency in Microsoft Excel and prior hands-on experience with automation tools (e.g. VBA, RPA, Python, etc.) would be an advantage.

• Proficiency in Mandarin and English.

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

Black Rock’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 Black Rock.

About Black Rock

At Black Rock, 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

Black Rock is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, family status, gender identity, race, religion, sex, sexual orientation and other protected attributes at law.