Associate , Client Onboarding Specialist, SMA (Separately Managed Accounts) Solutions
BlackRock (company site, opens in a new tab)3–6 yrsMumbaiOn-siteDirect career pageEst. 12–20 LPA
Posted 13h ago
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Job description
Structured overview of role & requirements
About This Role
- Oversee daily client operations for account onboarding, maintenance, and servicing of SMA accounts.
- Collaborate with clients, custodians, portfolio managers, and internal teams to resolve issues and ensure accurate delivery of initiatives.
- Develop and maintain SOPs, identify process gaps and risks, and support continuous improvement and escalation coordination.
Minimum Requirements
- 3-6 years of experience in client service, operations, sales or portfolio management support; client service and account onboarding experience preferred.
- Bachelor’s degree (BA/BS) or equivalent required.
- Strong relationship-building skills with senior management, clients, and internal/external stakeholders.
- Ability to work independently, prioritize effectively, and meet tight deadlines in a fast-paced environment.
Ideal Candidate Profile
- Experience working with wealth clients and supporting customized portfolio offerings like SMA solutions.
- Demonstrated ability to manage multiple stakeholders and coordinate cross-functional teams.
- Detail-oriented professional with problem-solving skills and comfort communicating with clients and colleagues at all levels.