Associate, Advisor Support Associate

BlackRock

SMA Advisor Support Associate providing support to onboarding and operations for BlackRock's SMA Solutions. Collaborating across teams to ensure exceptional client service and operational excellence.

Posted 6/26/2026full-timeSan Francisco • California, New Jersey • 🇺🇸 United StatesJuniorMid-Level💰 $105,000 - $137,500 per yearWebsite

About the role

Key responsibilities & impact

Provide assistance to the broader SMA Advisor Support team in handling daily activities
Onboarding new intermediaries, review of Turnaround Times
Key contact point for all technology-related rollouts
Coverage of the SMA Operations hotlines
Managing and assigning requests from the Operations Master Queue
Exercise sound judgment researching, resolving, and responding to client inquiries
Producing and distributing ad-hoc Salesforce monthly or quarterly reports
Collaborate with fellow team members to provide exceptional service for existing and prospective clients
Document and maintain processes to enhance the client experience
Update addresses and contact information in Salesforce as needed

Requirements

What you’ll need

4+ years of experience in financial services preferred, ideally within an operations role
Attention to detail - demonstrable track record of client service and operational excellence in a client facing or operational internship
Strong client relationship management capabilities - capable of rapidly building strong, effective, and trusted relationships and networks
Highly motivated, self-starter, energizing and inspires others to seek higher levels of performance
Demonstrated ability to work effectively in ambiguous situations and make decisions with incomplete information
Strong communication skills with the ability to influence and articulate a variety of issues to different audiences, tailoring messages accordingly including the ability to draft clear, concise, client-ready messaging
Experience with Salesforce is a plus
Proficient level of Microsoft Excel, Outlook, and PowerPoint

Benefits

Comp & perks

Healthcare
Leave benefits
Retirement benefits
Flexible Time Off (FTO)

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

SalesforceMicrosoft ExcelMicrosoft OutlookMicrosoft PowerPoint

Soft Skills

attention to detailclient relationship managementself-startercommunication skillsdecision makingcollaborationproblem solving