Saturday , May 18 2024

BlackRock Recruitment – Client Experience Manager

Website Blackrock

Job Description:

Client Experience Manager (“CEM”) role is a key hire supporting our US 40 Act Sub-advisory focusing on client experience. In this role you would streamline the communication between the client, client business and various internal teams. You will act as an Intermediary between the client and the business throughout the client lifecycle to ensure that the client has a full understanding of the end to end process and their needs are fully understood and addressed internally. The impact of this position is seen through revenue delivery and retention of the client business.

Job Responsibilities:

  • Will have responsibility for large and complex accounts, potentially supervise and train other CEM team members.
  • Owns operational due diligence process (ODD) to lead ODD meetings and operational questionnaires
  • Provides operational support to the sales process where appropriate (e.g. operational input into RFPs, pitch participation, operational content in new business due diligence process etc.)
  • Works with portfolio managers, client relationship managers, product specialists and / or sales staff to service existing institutional accounts.
  • Works with Onboarding Implementation manager to ensure that client intent is fully understood.
  • Assisting in ad hoc business development activities by acting as a subject matter authority, attending prospect meetings and providing Operational demos to support Aladdin implementation to external clients.
  • Acts as connector between client, Relationship Manager and broader organization to ensure delivery of client change activities (including new mandates).
  • Post-sales client relationship management, supporting Relationship Managers in maintaining relationships with existing clients through high quality client service with excellent!
  • Delivering front-line service to clients and related third parties, including fielding and responding to client queries and the creation of accurate and meaningful ad hoc reports.
  • Develops proactive operational service plan for clients, aligned to strategy and client needs and for executing on that.
  • Engages Relationship Manager for all late stage sales opportunity and drive the completion of the risk and complexity pre-screen for the client!

Job Requirements:

  • A self-starter with the ability to work independently and with minimal guidance, knowing when to raise issues as appropriate. Must be able to work as part of a collaborative team, and assume additional responsibilities as required.
  • 40 Act sub-advisory experience is a plus
  • Strong understanding of operational and investment processes
  • Strong oral and written communication skills
  • Sound analytical and problem-solving skills, with the ability to summarize issues and think creatively;

Qualification & Experience:

  • 6+ years of experience in client service, operations, sales or portfolio management support.
  • BA/BS equivalent
  • Extensive experience in investment operations and / or service. Has a very good understanding of the investment business and the Firm’s products and services.

Job Details:

Company: Blackrock

Vacancy Type:  Full Time

Job Functions: Sales

Job Location: Chicago, IL, US

Application Deadline: N/A

Apply Here

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