LatAm - Investor Servicing & Onboarding

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Role Description

As the leading investment and risk manager, BlackRock is committed to providing exceptional service to its clients. As our business continues to grow and our client’s investment strategies become more sophisticated, the need to support complex service requirements is crucial to maintaining BlackRock’s position as an industry leader in providing outstanding client service. The Client Experience Delivery – Client Experience Management (CEM) team works with the BlackRock Client Business to ensure that the operational needs of our clients are understood and aligned with the operational teams across BlackRock. You will work with our clients, supporting a variety of servicing inquiries and operational functions. We are the first line of operational / business liaison service and support for our clients, and Client Business teams covering BlackRock’s offshore funds (Luxembourg and Ireland), Model Portfolios, Private Market Funds and Segregated Managed Accounts.

Responsibilities 

• Be responsible for the overall operational client service experience alongside the Client Teams throughout the client lifecycle 
• Handle clients’ onboarding and change requests in BlackRock funds with external transfer agents. 
• Partner with Due Diligence Team on KYC documents collection to comply with local AML/KYC regulations. 
• Work closely with internal and external partner teams, including but not limited to, Global Client Business, Legal, Business Operations, and transfer agents. 
• Demonstrate risk awareness and focus on delivering and documenting an appropriate operational control framework around client servicing including review and validation of monthly metrics. 
• Seek operational improvements wherever possible, to facilitate take-on of additional activities through automation of existing processes. 
• Establish / enhance trusted and strong relationships with key partners within BlackRock 
• Partner with Client Business Team and other business partners to develop effective solutions and continually looking for ways to innovate to expand our service capabilities.

Requirements

• Fluency in Spanish is a must. Ideal if fluent in both Spanish and Portuguese.
• Experience in dealing with clients preferred but not required
• Illustrated strong ability and track record in resolving and implementing change to processes 
• Dedication to meeting client needs 
• Ability to work with a broad range of functions within and outside of the business to deliver key initiatives 
• Prepared to take the initiative and take the lead in handling operational improvements and change. 
• Experience of working in a multifaceted, fast-paced environment with high self-assurance, energy and drive 
• Possession of strong interpersonal skills, and develop strong collaborative working partnerships 
• High proficiency in Microsoft Excel and prior hands-on experience with automation tools (e.g. VBA, RPA, Python, etc.) would be an advantage.