BlackRock

1740-Client Services Manager Expert

Posted Yesterday

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In-Office

2 Locations

90K-120K Annually

Senior level

In-Office

2 Locations

90K-120K Annually

Senior level

Manage end-to-end onboarding for LP clients, ensuring timely project delivery, client education, and feedback integration while handling data processes in a financial technology environment.

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About this role

The Insight Client Success Team is seeking an Onboarding Manager with a background in alternatives to work on onboarding our Limited Partner (LP) clients. The Onboarding Manager will be responsible for managing end-to-end onboarding activities, building positive relationships at various levels within client’s organization and developing and monitoring project plans to ensure key milestones are met. Coordinate the acquisition of client data and ensure proper and timely setup including testing of the data within our software. Manage project teams combining individuals from various teams internally.

Insight Client Success team is committed to delivering a unique experience to Insight clients by understanding their needs and constantly working on improving and evolving Insight product/service delivery mix to successfully meet them.

Onboarding team is responsible for onboarding Insight clients on all data collection services.

Insight Client Success team is part of Private Data Services within Aladdin Data.

The Aladdin Business is comprised of 1,200+ professionals responsible for implementing and supporting Aladdin clients, sales and marketing, and ensuring the Aladdin Community maximizes Aladdin products through engagement and education.

In this role you will be responsible for:

•Onboarding project plan set-up and update.

•Client Kick-Off Meeting and obtaining initial fund onboarding list;

•GP Onboarding & communication plan;

•Monitor & troubleshoot initial data collection cycles;

•Initial CF & NAV upload and reconciliation;

•Educating clients on how to use the product – initial product demo, ongoing training on newly added features;

•Supporting integration of data from Insight with other eFront and Aladdin products if applicable;

•Collecting client feedback on the service and product and taking necessary actions;

•Communicating with product and engineering teams to propose/test new features/enhancements, report and fix product bugs;

•Addressing or escalating issues that impact service delivery and client satisfaction to Head of Client Onbaording and other PDS Leads as appropriate for all issues to be resolved timely, effectively and efficiently;

•Providing regular status updates and other internal reporting.

Other Responsibilities:

•Educated to a minimum of degree level in Finance, Economics, or Technology related fields

•Previous experience in a financial technology firm working in implementation or relationship management teams or in an investment firm in data management. Experience in alternatives industry will be a plus.

•Self-starter with the ability to work unguided in a fast paced and dynamic environment

•Ability to multi-task and reprioritize activities daily

•Excellent presentation skills, energetic and dynamic personality

•Advanced MS Office knowledge (especially Excel)

For Dallas, TX and Atlanta, GA Only the salary range for this position is USD$90,000.00 - USD$120,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including heath care, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.

Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents 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 workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC’s Know Your Rights poster and its supplement and the pay transparency statement.

BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email [email protected]. All requests are treated in line with our privacy policy.

BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

Top Skills

Aladdin

Data Collection Software

MS Office

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