Client Onboarding Analyst

@ BlackRock

About This Role

BlackRock SMA Solutions is seeking an experienced Client Onboarding Analyst to join our Princeton, NJ based team. This role focuses on delivering a smooth and efficient onboarding experience for new client accounts enrolling in BlackRock’s SMA strategies.

Team Overview

The SMA Solutions team customizes portfolios for unique tax, values-alignment, or investment exposures. It serves a diverse client base from wealth advisors to family offices, endowments, and foundations.

Role Responsibilities

• Facilitate end-to-end onboarding of new SMA client accounts.
• Collect, review and verify documentation for account setup.
• Guide financial advisors through the onboarding process.
• Liaise with Sales, Legal & Compliance, and Portfolio Managers for accuracy.
• Identify and implement process improvements for efficiency.

Experience & Skills

1-3 years in financial services; previous client onboarding or service experience is required. Excellent communication, attention to detail, and organizational skills are essential. Proficiency in Excel is a must with SQL, Python, or similar as a plus.

Compensation & Benefits

Salary range: USD 76,000 - 95,000 with potential annual discretionary bonus. Benefits include healthcare, leave, retirement, and more. BlackRock follows a pay-for-performance philosophy.

Work Model

This is a hybrid role requiring at least 4 days in the office per week, with 1 day remote flexibility.

About BlackRock

BlackRock is dedicated to helping people experience financial well-being. The firm values its employees and fosters an inclusive and supportive work environment. For more details, visit BlackRock's LinkedIn page or follow them on Twitter (@blackrock).

Key skills/competency

• Client Onboarding
• Financial Services
• Process Improvement
• Documentation
• Communication
• Excel
• SQL
• Hybrid Work
• Team Collaboration
• Attention to Detail