Client Reporting Onboarding - Associate

Client Reporting Onboarding - Associate

Full-Time 45000 - 55000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Deliver exceptional client reports and improve service through data analysis and collaboration.
  • Company: Join BlackRock, a leader in financial technology and client service.
  • Benefits: Flexible Time Off, education reimbursement, and comprehensive health resources.
  • Other info: Embrace diversity and innovation in a supportive hybrid work culture.
  • Why this job: Make a real impact on clients while growing your career in a dynamic environment.
  • Qualifications: Proficient in Excel, with strong analytical skills and client service experience.

The predicted salary is between 45000 - 55000 £ per year.

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 March 31, 2022, the firm managed approximately $9.57 trillion in assets on behalf of investors worldwide.

About Client Experience

The CX organization, situated within Technology & Operations, touches all aspects of the client journey, and is aligned across 4 key pillars: Onboarding (Contracting, Client & Product Implementation, Due Diligence), CX Operations (COM, Invoicing, Reporting), CX Delivery (Client Experience Management, Whole portfolio Solutions Servicing), and CX Transformation (COO, Projects & Engineering, Analytics, Research). Our vision is to make service so simple it becomes a source of alpha for BlackRock.

Reporting & Distribution Services

Is your passion providing extraordinary service to clients while building and fostering positive relationships? Want to use your unique background to make an impact on the clients we service in a culture that flourishes on quality, innovation, collaboration and accountability? Are you looking to take your career to the next level? Look no further.

At BlackRock, we are seeking a Reporting and Distribution Services Associate who is curious, collaborative, analytical, and passionate. We recognise that strength comes from diversity, and will embrace your rare skills, inquisitiveness, and passion while giving you the opportunity to grow professionally and as an individual.

BlackRock's Reporting and Distribution Services team (RDS) is accountable for ensuring that BlackRock meets our clients' need for data, including the provision of market leading reporting solutions and effective client service. As a part of the RDS Client Reporting team you will formulate the successful delivery of critical reporting and distribution functions daily and partner with colleagues to craft and advance a globally aligned vision and business model.

You will also handle the following:

  • Analyse client requirements and deliver periodic client reports to demanding target dates
  • Analysing trends in data requests to constantly improve service and client reports
  • Understanding the flow of client, market and fund information across BlackRock and external data providers
  • Leading and ensuring timely and accurate distribution of all deliverables; actively communicating potential delays to clients
  • Constantly evaluating systems, processes and procedures for inefficiencies and making recommendations for improvement
  • Use BlackRock's technology to provide efficient and scalable solutions, as well as regular application of Excel to customised solutions
  • Supporting various projects, including automation/standardisation efforts and the evolution of standard reporting
  • Understanding the risk environment within the department - promoting risk awareness, assessment and control

To ensure success, you will have the following qualifications:

  • High level of proficiency in Microsoft Excel, particularly VBA is desirable
  • Keen interest in investment products with a preference of 3+ years of financial services experience, especially client onboarding, communications or data visualisation
  • Extraordinary client service skills, maturity and autonomy in dealing directly with clientele
  • Excellent written and verbal communication skills
  • Strong work ethic and willingness to give beyond the scope of one’s role to achieve team and firm objectives
  • Excellent attention to detail, extremely accurate and well organised
  • Strong analytical and problem solving skills with the ability to synthesise information, summarise issues and think creatively
  • Sharp control/risk mitigation mentality with ability to know when to raise issues
  • Your confirmed ability to operate under tight deadlines and prioritise work, coupled with your sound judgement to appropriately document conclusions will provide continued success.
  • Using your proficiency in Microsoft Office, aptitude for learning new applications and your willingness to ask questions (while learning independently) will get you noticed.

Our benefits include retirement investment and tools designed to help you in building a sound financial future, access to education reimbursement, comprehensive resources to support your physical health and emotional well-being, family support programs, and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.

Our hybrid work model

BlackRock’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.

Client Reporting Onboarding - Associate employer: Aplaro Ltd

Baringa is an exceptional employer that fosters a collaborative and innovative work culture, particularly in the vibrant Energy & Infrastructure sector. With a strong focus on employee development, you will have access to numerous growth opportunities while working alongside industry experts on impactful projects that shape the future of energy and utilities. Located in a dynamic environment, Baringa offers a unique chance to engage with diverse clients and contribute to meaningful change in the renewable infrastructure landscape.

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Contact Details:

Aplaro Ltd Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Client Reporting Onboarding - Associate

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Aplaro Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Client Reporting Onboarding - Associate

Client Service Skills
Analytical Skills
Microsoft Excel
VBA
Data Analysis
Communication Skills
Attention to Detail

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Aplaro Ltd.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Aplaro Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Aplaro Ltd

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Aplaro Ltd.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Aplaro Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Aplaro Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.