Client Order Management - Associate

BlackRock

5+ Years | Edinburgh, Scotland, UK (Hybrid) | Full Time | 1 day ago

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Job Summary

The Client Order Management (COM) Team at BlackRock serves as a central point of contact for global clients and internal departments for investment changes. They are responsible for receiving, coordinating, and facilitating client trade instructions into/from BlackRock funds, including client query management. The team supports clients through the entire investment process, from notification to settlement, in close coordination with internal groups and external third parties. The COM Associate ensures accurate and consistent order placement through an optimal operating model, leveraging Aladdin technology to provide first-class client service via emails and telephone, and assisting with ad-hoc client requests.

Must Have

Meet deadlines and prioritize multiple tasks simultaneously in a fast-paced environment.
Work independently on assigned tasks and assume additional responsibilities.
Demonstrate excellent attention to detail, ensuring accurate and competently prepared deliverables.
Deliver a superior client experience via query management and onboarding.
Achieve high proficiency in core systems and aptitude for learning new applications.
Understand, operate within, and adhere to internal team and BlackRock policies/procedures.
Understand and articulate the risks associated with responsibilities, suggesting mitigation approaches.
Balance client needs with BlackRock’s policies and operational procedures.
At least 5 years industry experience.
Highly proficient on industry standard software (e.g. Microsoft Office).
Strong understanding of investment management operations.

Good to Have

Desire to develop skills and expand expertise.
Confident in volunteering solutions and providing guidance to less experienced team members.
Positive ‘get the job done’ attitude and flexible approach to an ever-changing environment.
Thrive in a culture of excellence, innovation, communication, and accountability.
Actively contribute to the success of projects.
Ability to analyze trends in queries to help constantly improve service and client deliverables.
Ability to exercise sound judgment and face off with stakeholders at all levels.
Ability to interact confidently with internal partners.
Ability to enlist the support and expertise of others within the team.
Ability to initiate changes with external and internal team members.
Previous experience in query handling and client servicing.
Able to provide and receive feedback constructively.
Flexible and open to accepting new challenges.
Able to work effectively with others in a team environment with diverse approaches and thinking styles.

Perks & Benefits

Retirement investment and tools for financial future.
Access to education reimbursement.
Comprehensive resources to support physical health and emotional well-being.
Family support programs.
Flexible Time Off (FTO).
Hybrid work model (at least 4 days in office, 1 day from home).

Job Description

Technology & Operations

BlackRock is one of the world’s preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary and individual investors around the world. BlackRock offers a range of solutions — from rigorous fundamental and quantitative active management approaches aimed at maximizing outperformance to highly efficient indexing strategies designed to gain broad exposure to the world’s capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the industry-leading iShares® ETFs.

Team Overview

The Client Order Management (COM) Team serves as a central point of contact for our global clients and internal departments who wish to instruct investment changes. We are responsible for receiving, coordinating and facilitating client trade instructions into/from BLK funds including client query management. The team supports the client through the investment process, from notification to settlement, in close coordination with internal BLK groups and external third parties. The COM team is tasked with ensuring that order placement is accurate and consistent through an optimal and efficient operating model. COM leverages Aladdin technology to provide first class client service via emails and telephone, assisting with any ad-hoc client requests.

Having at least 5 years industry experience, the COM Associate will be expected to undertake a wide range of functions predominantly within the client order processing space, Aladdin dashboard and client service activities. In placing emphasis on risk and quality control, the Associate will contribute to strengthening COM’s Client Service Excellence Role standards offering, through challenging and volunteering solutions. In addition to providing flexible support within the team, contribution to projects will also be expected.

Role Responsibility

Impact

Able to meet deadlines, functioning effectively and prioritising multiple tasks simultaneously in a fast paced environment.
Able to work independently on assigned tasks and assume additional responsibilities with minimal guidance.
Demonstrate excellent attention to detail, deliverables are accurate and competently prepared.
Demonstrate a desire to develop skills, working with your team and manager to expand your expertise.
You are confident in volunteering solutions, provide guidance to less experienced team members.

Expertise

Deliver a superior client experience via query management and onboarding for clients, consultants and third party administrators.
Possess a positive ‘get the job done’ attitude, displaying a flexible approach to an ever changing environment.
Thrive in a culture of excellence, innovation, communication and accountability, where all members of the team are motivated to go above and beyond, think globally and outside the box
Demonstrate capability to achieve high proficiency in the core systems plus aptitude for learning new applications.
Actively contribute to the success of projects executed within the team.
Understand end to end client support processes with the ability to analyze trends in queries to help constantly improve service and client deliverables

Influence

Able to exercise sound judgment and facing off with stakeholders at all levels
Serve as a contact for clients / agents for communication of investment instructions
Demonstrated analytical ability, maturity and judgment in dealing with clients
Ability to interact confidently with internal partners
Ability to enlist the support and expertise of others within the team as needed
Ability to initiate changes with external and internal team members

Accountability

Understand, operate within and adhere to internal team and BLK policies/ procedures.
Demonstrate that processes are followed accurately, methodical and conscientious approach to tasks.
Understand and be able to articulate the risks associated with responsibilities, suggest approaches to mitigate risk. Escalate issues as appropriate at the earliest opportunity.
Demonstrate the ability to balance client needs with BLK’s policies and operational procedures whilst managing expectation of clients
Take responsibility for completing work, seek ways to improve processes/system
Have a personal commitment to get the job done, take pride in what you do and how you perform.

Experience

Models Service Excellence showing excellent communication through professional telephone/email etiquette and interpersonal skills.
Possess time management and prioritisation skills.
Attention to detail.
Highly proficient on industry standard software (e.g. Microsoft Office)
Previous experience in query handling and client servicing a distinct advantage
Understands and seeks to embody BLK’s values
An investment professional with a strong understanding of investment management operations and your role within BLK's business
Able to provide and receive feedback constructively
Flexible and open to accepting new challenges
Able to work effectively with others in a team environment with diverse approaches and thinking styles.

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.

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.

For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock

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.

About Us

BlackRock's purpose is to help more and more people experience financial well-being. As a global investment manager and a leading provider of financial technology, our clients—from grandparents, doctors, and teachers to large institutions—turn to us for the solutions they need when planning for their most important goals. People join our firm from around the world to gain real-world experience while making an impact. Discover how you can have a career at BlackRock that's exciting, rewarding and full of possibilities.