Client Reporting Onboarding - Associate

About this role

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. As of March 31, 2022, the firm managed approximately $9.57 trillion in assets on behalf of investors worldwide.

The CX organization, situated within Technology & Operations, touches all aspects of the client journey, and is aligned across 4 key pillars: Onboarding (Contracting, Client & Product Implementation, Due Diligence), CX Operations (COM, Invoicing, Reporting), CX Delivery (Client Experience Management, Whole portfolio Solutions Servicing), and CX Transformation (COO, Projects & Engineering, Analytics, Research). Our vision is to make service so simple it becomes a source of alpha for BlackRock.

Is your passion providing extraordinary service to clients while building and fostering positive relationships? Want to use your unique background to make an impact on the clients we service in a culture that flourishes on quality, innovation, collaboration and accountability? Are you looking to take your career to the next level? Look no further. At BlackRock, we are seeking a Reporting and Distribution Services Associate who is curious, collaborative, analytical, and passionate. We recognise that strength comes from diversity, and will embrace your rare skills, inquisitiveness, and passion while giving you the opportunity to grow professionally and as an individual.

BlackRock's Reporting and Distribution Services team (RDS) is accountable for ensuring that BlackRock meets our clients need for data, including the provision of market leading reporting solutions and effective client service. As a part of the RDS Client Reporting team you will formulate the successful delivery of critical reporting and distribution functions daily and partner with colleagues to craft and advance a globally aligned vision and business model. You will also handle the following:

• Analyse client requirements and deliver periodic client reports to demanding target dates
• Analysing trends in data requests to constantly improve service and client reports
• Understanding the flow of client, market and fund information across BlackRock and external data providers
• Leading and ensuring timely and accurate distribution of all deliverables; actively communicating potential delays to clients
• Constantly evaluating systems, processes and procedures for inefficiencies and making recommendations for improvement
• Use BlackRock's technology to provide efficient and scalable solutions, as well as regular application of Excel to customised solutions
• Supporting various projects, including automation/standardisation efforts and the evolution of standard reporting
• Understanding the risk environment within the department – promoting risk awareness, assessment and control

• High level of proficiency in Microsoft Excel, particularly VBA is desirable
• Keen interest in investment products with a preference of 3+years of financial services experience, especially client onboarding, communications or data visualisation
• Extraordinary client service skills, maturity and autonomy in dealing directly with clientele
• Excellent written and verbal communication skills
• Strong work ethic and willingness to give beyond the scope of one’s role to achieve team and firm objectives
• Excellent attention to detail, extremely accurate and well organise
• Strong analytical and problem solving skills with the ability to synthesise information, summarise issues and think creatively
• Sharp control/risk mitigation mentality with ability to know when to raise issues

Lastly, your confirmed ability to operate under tight deadlines and prioritise work, coupled with your sound judgement to appropriately document conclusions will provide continued success. Using your proficiency in Microsoft Office, aptitude for learning new applications and your willingness to ask questions (while learning independently) will get you noticed.

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.

Guidance on AI use for candidates

At BlackRock, AI has long been part of how we work – enhancing decision-making, improving operations, and helping us deliver better outcomes for clients. We encourage candidates to use AI thoughtfully to learn, prepare, and work more effectively; but during our interview process, we want to focus on getting to know you through your own experiences, thinking, and judgment. To support you, we’ve provided guidance on when and how to use AI during our hiring process so you can approach each step with confidence and showcase your best self.

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.

To learn more about BlackRock, please visit Careers.BlackRock.com. We also encourage you to get to know us on LinkedIn, Instagram, YouTube, X, and TikTok.

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.