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BlackRock Analyst, Client Services and Support - US Wealth Advisory | BlackRock in Boston, Massachusetts

Analyst, Client Services and Support - US Wealth Advisory | BlackRock

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Analyst, Client Services and Support – US Wealth Advisory

Boston, US

Sales & Relationship Management

About BlackRock

BlackRock’s business is investing on behalf of our clients, from large institutions to parents and grandparents, doctors and teachers who entrust their savings to us. We are committed to our clients—period. Our promise is to offer them the clearest thinking about what to do with their money and the products and services they need to secure a better financial future.

That’s why investors of all kinds have made us the world’s largest asset manager, entrusting us with trillions of dollars, and it’s why companies, institutions and global governments come to us for help meeting their biggest financial challenges.

Job description


About this role

Are you a highly motivated, self-starter who can develop positive relationships? Would you like to use your market knowledge to make a difference day in and day out at the world's largest asset manager? Look no further. BlackRock is seeking aClient Services & Support Representativeto become part of our US Wealth Advisory team. As a Sales Support Analyst you will be effective at representing BLK market views, handling questions, servicing client requests, and driving sales in a wide range of BLK products, across all channels and asset classes.

The U.S. Wealth Advisory team is responsible for distribution, marketing, and product management for BlackRock’s products, including alternative investments, open-end funds, closed-end funds, managed accounts, and ETF’s. The team has roughly 200 colleagues between Boston, Princeton, and San Francisco markets. Come join our team and experience what it feels like to be part of an organization that makes a difference.

Who We Are

At BlackRock we are a fiduciary to our clients, which means we look out for their best interests. With over USD $6 trillion of assets we have an extraordinary responsibility: our technology and services empower millions of investors to save for retirement, pay for college, buy a home, and improve their financial well-being.

We are passionate about our work. But we’re also passionate about having a life. From financial wellness to personal wellness, we offer a wide variety of strong work/life support for you to achieve the highest quality of life. Some of our favorites include:

  • Flexible Time Off

  • Summer Fridays

  • 401k matching

  • Great company culture


  • Handle inbound calls from Wire houses, Independent and other financial firms, functioning as a liaison between the Financial Advisors (FAs) and our regional sales team both internally and externally.

  • Play an instrumental role in coordinated territory coverage with regional sales team, by regularly discussing territory-related matters involving products, special marketing efforts, and problem resolution.

  • Proactively build relationships with targeted advisors to drive sales in BlackRock products during specific campaigns.

  • Follow-up with Financial Advisors and regional sales team with updates.

  • Maintain and develop knowledge of BlackRock products, marketing sales strategies, systems and applications to fully enhance the client experience.

  • Prepare sales/marketing proposals for Financial Advisors and/or sales team.

  • Research and resolve all Separately Managed Account issues like Fee Calculations/Issues, Billing Inquires, and PC Issues.

  • Multitask and work under tight time constraints.

R equirements:

  • Will be expected to obtain the SIE, Series 7 and Series 66 within a period of time following employment

  • Bachelor’s Degree or equivalent experience is required, with preference to business disciplines such as Finance, Accounting, or Economics

  • High sales acumen and the desire/ability to generate sales opportunities. Must be confident, persuasive, and credible over the phone and in person.

  • Experience as a Financial Advisor a strong plus

  • Understanding and/or ability to learn various investment types – including fixed income, derivatives, alternatives, equities, etc.

  • Outstanding relationship management skills to build and maintain collaborative partnerships

  • Strong interpersonal, organizational, and influencing skills to engage partners and communicate complex information in simplistic terms

  • Professional level of written and verbal communication skills required to prepare and present sales plans and materials, provide information regarding products and services, and develop sales presentations.

About BlackRock

BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, our clients turn to us for the solutions they need when planning for their most important goals. As of September 30, 2019, the firm managed approximately $6.96 trillion in assets on behalf of investors worldwide.

For additional information on BlackRock, please visit | Twitter: @blackrock at |

Blog: at | 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.

Job requisition #


Team background

We create, communicate and deliver investment solutions for clients worldwide, while also developing marketing strategies for new business growth. This includes cultivating relationships with key distributors of our investment products.

BlackRock is proud to be an Equal Opportunity/Affirmative Action Employer. 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 EEO is the Law poster here at and its supplement here at . The pay transparency policy is available here at .

BlackRock is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.