BlackRock logo
BlackRock

Based in New York, New York, BlackRock is a publicly traded, international investment company serving millions of individuals worldwide. The company's clients a

Associate, Transfer Agency Services

Location

Delaware

Posted

19 days ago

Salary

$85K - $117.5K / year

Seniority

Senior

No structured requirement data.

Job Description

Associate, Transfer Agency Services

BlackRock

Title: Associate, Transfer Agency Services / Wilmington, DE Location: Wilmington United States Job Description: About this role Associate, U.S. Transfer Agency Oversight Do you thrive in a stimulating and dynamic environment where project management skills are key? Look no further. We are seeking an Associate who is curious, analytical, and passionate to become part of our team. At BlackRock, we strive to empower our employees and actively engage their involvement in our success. Experience what it feels like to be part of an organization that makes a difference. The Transfer Agency Oversight team is seeking an experienced Associate to support transfer agent operations for BlackRock Mutual Funds, Registered Alternatives, and Money Markets. The Associate will play a critical role in coordinating transfer agent activities, monitoring service levels, and supporting the development of operating models and technology solutions. This role involves close collaboration with intermediary operations teams, transfer agents, vendors, and internal partners such as Product Groups, Legal, Fund Administration, Risk, and Compliance to support seamless transfer agent operations. Responsibilities: - Coordinate across the firm to support the daily operations of Mutual Funds, Registered Alternatives, and Money Markets, facilitating effective communication and execution with transfer agent vendors. - Investigate and resolve daily operational queries, issues, and incidents relating to transfer agent functions, escalating risks and issues as appropriate. - Manage and maintain internal operational procedure documentation to support the funds. - Execute day‑to‑day transfer agent oversight activities in accordance with established governance frameworks. - Review and validate transfer agent vendor reporting for accuracy and completeness, escalating discrepancies for resolution. - Maintain and monitor key performance indicators (KPIs) to track performance and identify emerging issues. - Review shareholder statements to ensure accuracy and completeness for clients and stakeholders. - Support fund events such as fund launches, share class launches, name changes, and updates, ensuring events are executed smoothly and in compliance with applicable regulations. - Compile and prepare reporting materials for regulatory, internal, and Board review in partnership with senior team members. Qualifications: - Undergraduate degree in finance, economics, business, or a related field. - Mutual fund operations experience with knowledge of transfer agency operations preferred. - Minimum of 2 to 5 years of experience in asset management, fund operations, or transfer agency-related functions. - Familiarity with DTCC / NSCC processing a plus. - Excellent organizational, communication, critical thinking, and writing skills. - Strong analytical skills with the ability to identify problems and develop solutions. - Demonstrated interest in process enhancements and service improvements. - Vendor relationship experience is a plus. - Strong interpersonal and customer service skills. - Ability to work independently and collaboratively in a team environment. - Detail‑oriented with a strong sense of ownership. - Advanced Excel skills, including the ability to write macros. Other - Travel: No - Direct Reports: No 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. 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. 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.

Related Job Pages

More Client Services Representative Jobs

University of Iowa logo

Coding Representative - Professional Coding Division - Patient Financial Services

University of Iowa

Located on a tree-lined campus on the Iowa River in Iowa City, Iowa, the University of Iowa is the state’s oldest institution of higher education and one of t

Assign ICD-10 and CPT codes for outpatient and inpatient services, monitor compliance with coding standards, and communicate with healthcare providers to ensure accurate documentation and reimbursement.

Iowa
Full TimeRemoteTeam 10,001+H1B No Sponsor

• Responsible for the account management activities during and after the sale to enable the Sales Representatives to focus on selling activities • Respond to customer requests and inquiries regarding current and future work • Resolve issues that may arise during production of customer products. • Keep leadership and sales team informed of customer project status, progress, issues, enhancements and modifications as required • Maintain accurate, complete, up-to-date standard operating procedures, in addition to detailed account history • Assist in the implementation and execution of products and services • Consult with Customers to understand business issues and goals, and works with customer to develop improved solutions to business needs • Work with Sales and Leadership to develop and prepare sales product presentations for use on up-sell and new business opportunities • Work with Sales Representative, Sales Management and Leadership in identifying customer needs and opportunities to secure new business. • Maintain up to date knowledge of industry trends, new products, specifications, competitor strengths and weaknesses and communicates new information to Sales Representatives • May be involved in specific customer projects as assigned by sales management • Performs other related duties and participates in special projects as assigned • Primary agent of problem resolution and Customer Service enhancement. • Work with Customer to manage their print and communication needs • Partner with Customer to ensure all goals and objectives are met on a project-by-project basis. • Assist, maintain and manage specifications, quoting process and order entry • Assist and/or guide staff in the development of custom printing projects: including size, material, and print recommendations and researching new idea element • Assist in the facilitation of creating prototypes and development of custom print pieces • Maintain all Customer compliance procedures and ensure the Customers branding guidelines are met • Work with vendors to ensure SLA's are met and products are received by the customer on time • Make recommendations to the customer to move print work to other sites/vendors when issues arise • Provide monthly reports on spend, internal vs. external source, number of projects.

Illinois
Job Closed

Role Description We are increasing our remote team and are seeking motivated applicants who enjoy supporting clients and managing multiple responsibilities. In this role, you will assist with coordinating reservations and related services, which may include accommodations, activities, transportation arrangements, and event-based services. This opportunity is ideal for individuals who are organized, attentive to detail, communicate effectively, and are comfortable working independently in a remote environment while collaborating with a distributed team. Key Responsibilities - Assist clients with coordinating personalized service arrangements - Research and compare available options to meet client preferences - Confirm reservations and ensure accuracy of details - Provide clear, professional communication via email and phone - Support updates, modifications, and service-related inquiries - Maintain accurate records and documentation - Complete required training and participate in team communications Qualifications - Authorized to work in the US, UK, Mexico, Australia, or Spain - Strong written and verbal English communication skills - Reliable internet connection and smartphone (computer strongly recommended) - Must be at least 18 years of age Benefits - 100% remote - Flexible schedule - Ongoing training and professional development - Supportive team culture

United States + 4 moreAll locations: United States | United Kingdom | Australia | Spain | Mexico

Specialty Services Technician

Steris Corporation

STERIS is a highly reputable organization that focuses on Quality and Safety, with: $5 billion global organization that has grown organically and through acquisition. Approximately 17,000 associates worldwide, including over 4,000 customer-facing field-based professionals. Opportunities for career advancement within the US and globally.

Role Description The Specialty Services Technician acts as Trusted Advisor to STERIS Customers in service of cleaning large hospital sterilizer equipment, as part of a high performing team. The Technician provides on-site cleaning services and simple maintenance on complex mechanical, electro-mechanical and electronic units in a high stress healthcare environment. The Technician pro-actively interacts and communicates concerns, updates, repairs, and service enhancement opportunities with Customers, Field Service partners and contract administration team. Important Note about Schedule/Travel: - This is a field service role with very frequent travel (40-50% overnight travel), most of which is in a company van that the Technician keeps at home. - The territory covered is generally within a few hours' drive, but occasional travel to other territories, sometimes by plane, will also be required. - The work hours in this full-time role will include some weekend days, and shifts can vary between morning, afternoon, and night. - A high degree of flexibility is required to accommodate our Customer needs. - This is a remote based Customer facing position. The territory includes the state of Mississippi, (overlap) with Louisiana, Arkansas, Alabama and parts of Tennessee. 50%+ overnight travel. Qualifications - High School Diploma or GED - 3 years of work experience, at least 1 year of which must be technical or service-related work (sterile processing, mechanical, electrical, plumbing, HVAC, construction, automotive etc.) - Associates degree, or related certifications or military experience, may be considered towards minimum years of work experience. - Valid driver’s license. - Ability to work flexible hours (mostly outside “normal business hours,” including overtime and weekends), with up to 50% travel overnight. - Demonstrated proficiency with basic computer skills, smart phone use, etc. - Excellent interpersonal and Customer communication skills. - Strong organizational and problem-solving skills. - Ability to work independently without supervision. Requirements - You will be accountable for Customer satisfaction as a first point of contact through pro-active, professional communication and commitment to resolving Customer’s issues/problems expediently. - You will communicate effectively and proactively with Customers on preventative cleaning needs, and associated scheduling and equipment details (arrival, service status, completion, next steps). Establishes and maintains rapport with the Customer and other key decision makers to promote Sterilizer services. - You will perform sterilizer cleaning function including changing required chemical ingredients; making adjustments to necessary chemicals; monitoring the cleaning process; maintaining appropriate pressures; maintaining and repairing the chamber cleaning equipment; handle, transport, and dispose of chemicals used in chamber cleaning according to safety protocols. - You will work closely with the Scheduling Team, Supervisor and Customer to plan efficient service routes within assigned territory, and adhere to all coverage, and service standards. - You will troubleshoot and consult proper contact for any observed issues with equipment and systems components. - You will utilize company-issued smart phone, laptop, and related software to perform administrative tasks, including required documentation and reporting. - You will be responsible for Company vehicle, equipment, and supplies and parts inventory, including appropriate maintenance and escalation of issues for safe, effective operation. Benefits We value our employees and are committed to providing a comprehensive benefits package that supports your health, well-being and financial future. Here is a brief overview of what we offer: - Market Competitive Pay - Extensive Paid Time Off and (9) added holidays - Excellent Healthcare, Dental and Vision Benefits - Company Vehicle - Company Cell Phone/Laptop - Tools, Equipment, Uniforms provided - Long/Short Term disability coverage - 401(k) with company match - Maternity & Paternal Leave - Additional add-on benefits/discounts for programs such as Pet Insurance - Tuition reimbursement and continued education programs - Excellent opportunities for advancement and stable long-term career

United States
$52K - $61K / year
Job Closed