blackrock

Associate, Advisor Support Associate

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At a Glance

Location
San Francisco, California, United States
Employment
Full time
Experience
4+ years
Posted
2026-06-09

Key Requirements

Required Skills

ExcelPowerPointSalesforce

Domain Knowledge

  • Finance
  • Healthcare

Requirements

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

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.

Responsibilities

As an SMA Advisor Support Associate, you will provide assistance to the broader SMA Advisor Support team in handling daily activities, including but not limited to onboarding new intermediaries, coverage of the SMA Operations hotlines, key contact point for all technology-related roll-outs, upgrades, trainings and inquiries on our My Managed Accounts (MMA) portal, monitoring the operations request queue, and producing and distributing ad-hoc Salesforce monthly or quarterly reports to client all while ensuring white glove service for our clients. You will also act as a liaison between the SMA advisor support team and various functions including technology, product management, business development, trading, portfolio management, operations, billing, and performance reporting.

As assigned, support the onboarding of new intermediaries (RIAs) which includes an overview of how to engage with SMA Solutions, My Managed Accounts (MMA) portal demos, review of Turnaround Times, etc.

Key contact point for all technology-related rollouts, upgrades, trainings, and inquiries on our My Managed Accounts (MMA) portal, including password resets, OKTA resets, setting up new or modifications to entitlements, etc.

Coverage of the SMA Operations hotlines.

Managing and assigning requests from the Operations Master Queue.

Producing and distributing ad-hoc Salesforce monthly or quarterly reports.

Team

BlackRock 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 wealth advisors to family offices to endowments and foundations.

About the Company

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.

To learn more about BlackRock, please visit

Careers.BlackRock.com

. We also encourage you to get to know us on

LinkedIn