|Billing Onboarding Analyst - Atlanta|
Location: Atlanta, GA
Employment Type: Full Time
Date Posted: 08/03/2022
Expire Date: 10/03/2022
Job Categories: Financial Services
Billing Onboarding Analyst - Atlanta|
BlackRock helps investors build better financial futures. As a fiduciary to our clients, we provide the investment and technology solutions they need when planning for their most important goals. As at 31December 2021, BlackRock's assets under management totaled US$10 trillion. For additional information on BlackRock, please visit www.blackrock.com | Twitter: @blackrock | Blog: www.blackrockblog.com |LinkedIn: www.linkedin.com/company/blackrock.
BlackRock is one of the world’s preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary, and individual investors around the world. BlackRock offers a range of solutions — from rigorous fundamental and quantitative active management approaches aimed at maximizing outperformance to highly efficient indexing strategies designed to gain broad exposure to the world’s capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the industry-leading iShares®ETFs.
Client Experience (CX) is entrusted to make BlackRock easy to do business with, and to deliver clients a high-quality service experience across all products, leveraging optimized technology to drive growth. Billing Onboarding within Client Experience Operations is primarily responsible for onboarding portfolios for client invoicing purpose. The team is responsible for ensuring global consistency and efficiency of client invoicing process when onboarding new portfolios, change events and portfolio terminations. The function drives core client invoicing and partners to provide input and implement complex/non-core client invoicing requirements, as needed, to ensure client needs and expectations are met in a timely and accurate way.
As a global leader, BlackRock’s principles inform and drive our efforts, including: We operate our business with a fiduciary mentality, focused on putting our client’s interest first; We are One BlackRock, working collaboratively, without silos and without turf, to create the best outcomes for our clients, our firm, and the communities where we operate; we are passionate about performance, we are relentless about finding better ways to serve our clients and improve our firm, focusing on continuous innovation to bring the best of BlackRock to our clients; we take emotional ownership in everything we do; and we are committed to a better future.
The ideal candidate will be responsible for the daily tasks relating to client onboarding, invoice delivery and revenue collection within a regional group (US markets). This role offers significant opportunity to take part in various projects for Client Invoicing Services (CIS) and wider Client Experience (CX) team.
Understand billing requirements, lead billing discussions, and provide input to draft fee language during the client and portfolio onboarding process.
Assess billing needs to create, maintain and off-board client billing information accurately. Ensure timely and efficient entry into billing systems to support revenue recognition and client invoice production.
Accurately record and maintain the document log of onboarding activities. Monitoring dashboards and workflows to allow for timely completion of team deliverables.
Support the team and managers across a range of activities and functions (i.e., metric reporting, regulatory compliance & audits).
Proactively manage own assignments, priorities and event milestones with transparency and sense of urgency to ensure deadlines, productivity and deliverable targets are met.
Investigate and escalate potential issues/errors to managers, document issues/errors and make recommendations for remediation.
Provide timely responses and quality resolution to internal and external client enquiries.
Troubleshoot system errors/exceptions and address issues proactively leveraging technology/data skills and seeking strategic solutions, vs tactical fixes, where possible.
Establish and maintain strong relationships with stakeholders across multiple teams including: Onboarding Implementation, Contracting, Client Business, Client Invoice Services and Finance Revenue teams.
Ensure all processes follow Sarbanes Oxley risk controls and operating procedures, proactively work with the team and managers to improve and update procedures as needed.
Support projects and initiatives, including system implementation, process, and workflow enhancement efforts.
Constantly evaluate systems, processes, risks and controls, maximizing the use of available tools, information, and best practice. Contribute feedback, innovations and best practices to improve the accuracy, efficiency and effectiveness of our operational process and workflow.
Deliver a superior client experience, managing expectations, understanding and anticipate internal and external client needs
Qualifications & Experience:
Bachelor's degree with preference to MIS, Business, Accounting, Finance, Economics, or related field.
Keen interest in client service and operational excellence with a preference of 2+ year of Experience in an operational/accounting role in investment, financial services with focus on delivering quality client service and scalable operational process.
Prior asset management experience helpful, but not essential.
Ability to manage multiple priorities and deliver high-quality results in a fast-paced environment with tight deadlines and shifting priorities.
Strong organizational, planning, analytical, and problem-solving skills.
High standards for quality, evidencing attention to detail driving efficiency and accuracy in one's work.
Proven ability to build strong partnerships and deliver results.
Desire to work in a high-energy / impact environment with a dedicated commitment to excellence.
Collaborative, team-oriented, service-oriented, solutions-oriented.
Professional, positive demeanor with a strong work ethic and integrity.
Exceptional written and verbal communication skills.
Proficiency in Microsoft Office, intermediate to advanced level data analytic skills such as SQL and Excel, a strong interest in and aptitude for learning new applications and technical skills.