Client Onboarding Associate Jobs in Exton, PA (NOW HIRING)

About this role
YOUR TEAM
Within the Business Operations Services (BOS) organization, the Client Experience team is focused on making it easier for clients to do business with BlackRock through a service model that simplifies client interactions and enhances outcomes. The organization operates across Portfolio Services, Reporting & Accounting Services, and Product Governance, bringing together operational excellence, reporting expertise, and strong controls to support clients globally.
The Reporting Solutions team delivers high-touch reporting services to some of the most customized clients in the AMRS region. Using a client-first approach, the team manages the end-to-end production of reporting packages and partners across the firm to deliver accurate, timely, and impactful reporting solutions.
YOUR ROLE AND IMPACT
As a Reporting Solutions Associate, you will help deliver reporting and data solutions that enable clients to make informed decisions and achieve their objectives. You will collaborate with colleagues across the firm to ensure the timely delivery of client reporting, identify opportunities to improve processes, and support innovation through automation, technology, and data-driven insights. This role offers the opportunity to build deep knowledge of investment reporting, client service, operational excellence, and emerging technologies while contributing to a highly collaborative team environment.
YOUR RESPONSIBILITIES
In every role at BlackRock, you'll be expected to apply sound judgement and critical thinking to solve complex problems, adapt as the business evolves, and embrace the curiosity to explore new approaches and technologies while challenging outcomes. The scope of this role also includes the following responsibilities:

• Analyze client requirements and reporting needs to deliver accurate, timely reports while identifying opportunities to enhance reporting quality and client experience.
• Develop an understanding of client, market, and fund data flows across BlackRock and external data providers to support reporting accuracy and operational efficiency.
• Manage the timely and accurate distribution of reporting deliverables and proactively communicate potential issues or delays to clients and internal stakeholders.
• Evaluate systems, processes, and procedures to identify inefficiencies and recommend scalable improvements that enhance service delivery and operational effectiveness.
• Leverage reporting technologies and Excel-based solutions to support customized client reporting and drive process improvements.
• Contribute to projects and strategic initiatives focused on automation, standardization, and the continued evolution of reporting capabilities.
• Promote a strong risk and control culture by identifying risks, supporting effective controls, and escalating issues when appropriate.

YOUR EXPERIENCE

• Advanced Microsoft Excel skills, including experience with pivot tables, VLOOKUPs, and macros; VBA experience is a plus.
• 3+ years of experience in investment products, reporting, client communications, client onboarding, or data visualization within a financial services environment.
• Curiosity and interest in understanding data flows and the interaction of systems and applications.
• Ability to work effectively in a team environment while demonstrating initiative and independent learning.
• Strong organizational and time-management skills, with the ability to manage competing priorities and deadlines.
• Sound judgment and the ability to document conclusions and escalate issues appropriately.
• Strong client-service orientation and professionalism when working with internal and external stakeholders.
• Excellent written and verbal communication skills.
• Strong analytical and problem-solving skills with the ability to synthesize information and develop practical solutions.
• High attention to detail, strong organizational skills, and a focus on risk awareness and continuous improvement.

For Wilmington, DE Only the salary range for this position is USD$85,000.00 - USD$117,500.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
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
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. 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 BlackRock.
Guidance on AI use for candidates
At BlackRock, 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 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.
To learn more about BlackRock, please visit Careers.BlackRock.com. We also encourage you to get to know us on LinkedIn, Instagram, YouTube, X, and TikTok.
BlackRock is proud to be an equal opportunity workplace. 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 EEOC's Know Your Rights poster and its supplement and the pay transparency statement.
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy.
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.