Associate, Client Onboarding Specialist, SMA (Separately Managed Accounts) Solutions

About this role Team Overview Black. Rock Separately Managed Accounts (SMA) Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wirehouses and wealth advisors to family offices to endowments and foundations.

About the Role

Black. Rock’s SMA Solutions business is hiring for a team dedicated to the support of customized portfolio offerings to our Wealth Clients. This role will be responsible for overseeing daily client operations in the account onboarding and maintenance space. Daily tasks will include account onboarding into our platforms, responding to client inquiries, processing account transitions and strategy updates.

The candidate will also work in close collaboration with internal & external stakeholders (e.g. Portfolio Managers, Investment Operations, and technology support) to resolve issues and mitigate risk with a client service mentality.

Responsibilities

Onboarding and servicing of SMA accounts. Collaborate with clients, custodians, and other internal partners to resolve issues. Deliver superior client experience to clients, including understanding client needs, fielding and responding to client queries. Collaborate on projects to streamline operations, automate processes, and reduce errors.

Set up new custodians, platforms, and interfaces. Other duties as assigned. Act as a primary coordinator across cross‑functional teams to ensure timely and accurate delivery of initiatives. Develop, document, and maintain Standard Operating Procedures (SOPs) to support scalable, repeatable, and controlled operations. Proactively identify process gaps, risks, and inefficiencies, and drive solutions in collaboration with stakeholders.

Track progress against deliverables, manage dependencies, and ensure commitments are met. Promote a culture of ownership, accountability, and continuous improvement within the team. Act as a self‑starter, independently prioritizing work, managing multiple deliverables, and driving progress in an evolving program environment.

Support issue management and escalation coordination, ensuring timely resolution and clear communication to stakeholders.

Requirements

3-6 years of experience in client service, operations, sales or portfolio management support. Background in client service and account onboarding is preferred. Proven ability to build strong relationships with senior management, key clients, and internal/external stakeholders (e.g. Portfolio Managers, Custodians, Brokers).

Exceptional attention to detail and problem solving abilities. Excellent written and oral communication skills, and comfort in working closely with clients and colleagues at all levels. Ability to operate/prioritize effectively and adhere to tight deadlines BA/BS or equivalent Self‑starter with the ability to work independently, prioritize effectively, and operate in a fast‑paced environment.

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 Black.

Rock’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 Black. Rock. Guidance on AI use for candidates At Black.

Rock, AI has long been part of how we work – enhancing decision-making, improving operations, and helping us deliver better outcomes for clients. We encourage candidates to use AI thoughtfully to learn, prepare, and work more effectively; but during our interview process, we want to focus on getting to know you through your own experiences, thinking, and judgment.

To support you, we’ve provided guidance on when and how to use AI during our hiring process so you can approach each step with confidence and showcase your best self. About Black. Rock At Black. Rock, 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.

To learn more about Black. Rock, please visit Careers.Black. Rock.com . We also encourage you to get to know us on LinkedIn , Instagram , YouTube , X , and Tik. Tok . Black. Rock is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, family status, gender identity, race, religion, sex, sexual orientation and other protected attributes at law.