Relationship Manager - Client Service Associate Relationship Manager - Client Service Associate …

in Budapest, Budapest fovaros, Hungary
Permanent, Full time
Be the first to apply
in Budapest, Budapest fovaros, Hungary
Permanent, Full time
Be the first to apply
Relationship Manager - Client Service Associate

About this role

BlackRock is one of the world's pre-eminent 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.

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.

Role Description
The role is to join our Offshore Investor Services team as a Fund Servicing Specialist, with specific focus on supporting our clients, invested into our Luxembourg funds. The team sits within the Client Experience team and consists of 14 people, including the Team Manager. The team is responsible for directly servicing our existing and new clients, invested in our offshore fund ranges, intermediating between clients and the Transfer Agent.

Key responsibilities:

  • Responsibility for driving and delivering daily client experience and needs, through daily interactions.

  • Responding to telephone calls and email communications from our clients regarding their investments in the Luxembourg fund ranges.

  • Acting as client service champion, intermediating our Transfer Agents to ensure they understand the importance of client experience, enabling us to deliver the best possible service to our clients.

  • Assisting in managing relationships and organizing communications with internal teams, such as Sales, Local Client Service Managers and Transfer Agency Services teams, to ensure client queries and problems are being addressed and resolved as efficiently as possible.

  • Participate enthusiastically in the continuous improvement of our control environment, policies and procedures, including writing and updating team policies, procedures and presentations as necessary.

  • Account Opening and Maintenance tasks include but are not limited to: Account Opening for new clients, Account Maintenance, Agent Maintenance, Probates, Authorized Signatory List, FATCA/CRS, AML/KYC, Identity related queries, Migrations, Name Changes and Mergers for existing clients.

  • Monitor, follow up and respond on Transfer Agent's monthly AML Report, bringing it to the Account Opening weekly team meetings.

  • Daily monitor and update of the Account Opening Tracker (tracking complex and high-risk cases).

  • Raise and discuss daily 'Account Opening Related Deal' items with the Dealing team and with the Team Manager, especially if deal is to be rejected for the day.

  • Managing annual Know Your Customer Refresh exercise, attending calls with the Transfer Agent, managing client communications and expectations, raising any issues and delegating items within the whole Budapest team.

  • Bachelor's degree preferably in finance, law or equivalent combination of education

  • 2+ years work experience in a multinational environment in Legal or Anti Money Laundering/Know Your Customer department

  • Customer focused with strong customer service experience and a passion for service excellence.

  • Comfortable liaising with clients and internal partner at all levels.

  • Excellent written and oral communication skills in English. Any additional languages, such as: French, Italian, Spanish and Mandarin are an advantage.

  • Ambitious, proactive problem solver, positive, 'can-do' attitude and willingness to stretch and grow outside the comfort zone.

  • Excellent attention to detail and analytical skills. Ability to prioritize and deliver tasks as promised while maintaining high quality and consistent results.

  • Strong planning and organizational skills, operating and controlling own priorities to meet deadlines.

  • Reliable and trusted teammate with strong integrity and ethics. Driven to be a productive part of a high functioning, collaborative team, and to work in a high expectation and high impact environment.

  • Proficient with Excel and other MS Office application, and able to quickly learn proprietary systems

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.

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 | | Instagram: @blackrock | Twitter: @blackrock | LinkedIn:

BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.

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.
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