Transfer Agency Oversight – Alternative Client Service Associate

Transfer Agency Oversight – Alternative Client Service Associate


About this Role:

The Alternatives Client Services (ACS) team support the investor servicing and Transfer Agency oversight of BlackRock’s private placement alternatives products, including hedge funds, fund of hedge funds, private credit, private equity, and real assets.


Responsibilities for this position will involve a heavy concentration of day to day communications and inquiry management with internal teams and investors, along with investor reporting, cash flow management and onboarding that is consistent with the BlackRock brand and messaging.

This position involves interaction with departments and business lines across the firm and offers an opportunity to join a fast paced and growing business within BlackRock.

The successful candidate will be pro-active and flexible, will demonstrate initiative with a drive to succeed both as an individual and as a team.

Responsibilities include:

Point of entry for client and third-party operational queries, serving as liaison between client contacts and internal stakeholders from a shareholder servicing perspective, fielding client inquiries, research requests, and coordinating responses
Leading cross training efforts on all stakeholder functions, to include knowledge sharing of all operational and compliance procedures.
Constantly evaluating systems, processes, and procedures for inefficiencies, and make recommendations for improvement, ensuring that all reasonable measures are taken to mitigate operational risk.
Identifying and overseeing team projects and drive strategic local and global initiatives.
Contributing to a culture of excellence, innovation, communication, and accountability, where all members of the team are motivated to go above and beyond.
Transfer Agent/Administrator oversight and quality control. Working with our third parties to create transparency between BlackRock and vendors and ensure a positive client experience.
Client on-boarding oversight and account set up
Coordinate cash flow management with clients and portfolio managers (e.g. contributions, redemptions, capital calls/distributions and product updates with clients)
Coordinating account level reporting and distributions to clients (i.e. monthly, quarterly, annually).
Assist in fulfilling requests for offering documents as needed. Liaise with Sales and Product Specialists to customize client offering packages based on investor attributes, regulatory and business requirements.
Managing the digital experience for our clients on the eFront investor portal
Ownership of range of funds/ product lines, Transfer Agency oversight, stakeholder oversight, project work and analysis.

Experience Required:
Minimum of 3 years’ experience in a dynamic, fast paced, operational/ client service role
Self motivated and proactive; ability to manage own workload, balance multiple and conflicting priorities and change directions quickly
Takes ownership of work  and completed to the highest standards of quality and timeliness
Shows attention to detail and excellent organisational skills
Ability to identify and raise issues, solutions, and improvements, and work actively with others to see through to completion
Able to grasp complex concepts and unfamiliar jargon quickly
Ability to communicate clearly and concisely, both orally and in writing, at all levels
Demonstrates team spirit, and prepared to work flexibly to achieve team goals
Alternatives fund and onboarding/ KYC/AML knowledge desired

To apply for this job please visit

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