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Client Success Manager (CSM)-Associate jobs in United States
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BlackRock · 20 hours ago

Client Success Manager (CSM)-Associate

BlackRock is a leading investment management company dedicated to helping people achieve financial well-being. The Client Success Manager (CSM) will act as the primary service owner for assigned clients, focusing on proactive engagement, service performance, and continuous improvement.
Asset ManagementCrowdfundingFinancial ServicesFinTechReal Estate Investment

Responsibilities

Client Experience & Relationship Management: - Act as the primary service representative. - Lead service reviews, VIP touchpoints, and client engagement. - Track all client interactions in ServiceNow
Service Ownership & Execution: - Own service metrics and client queues. - Triaging critical inquiries and managing escalations. - Ensure timely resolution and minimize backlog
Continuous Improvement & Inquiry Reduction: - Identify opportunities for efficiency and self-service. - Partner with Product and Engineering to improve workflows
Cross-Functional Collaboration: - Work closely with CSS, PEs, ACE, ACT, Data, and Product. - Ensure seamless handoff and operational consistency
Coaching & Capability Building: - Support CSS development and knowledge sharing. - Foster a high-performing, client-first culture. Success Metrics: - Strong client sentiment scores - Reduced escalations and backlog - Effective queue hygiene and workflow adherence - High-quality communication and ownership

Qualification

Client service orientationPrioritization skillsHigh-pressure managementAladdin tools familiarityServiceNow proficiencyClient service experienceOperations experienceFinancial services experienceCommunication skills

Required

Strong client service orientation and communication skills
Ability to prioritize effectively and manage high-pressure situations
Prior experience in client service, operations, or financial services

Preferred

Familiarity with Aladdin tools, workflows, and ServiceNow preferred

Benefits

Annual discretionary bonus
Healthcare
Leave benefits
Retirement benefits
Strong retirement plan
Tuition reimbursement
Comprehensive healthcare
Support for working parents
Flexible Time Off (FTO)

Company

BlackRock

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BlackRock is an investment company that offers its services to institutions, intermediaries, foundations, and individual investors.

Funding

Current Stage
Public Company
Total Funding
$6.59B
Key Investors
Ariel Yehezkel
2025-06-20Post Ipo Equity· $0.02M
2025-03-27Post Ipo Debt· $1.08B
2024-07-17Post Ipo Debt· $2.5B

Leadership Team

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Mike Strug
Vice President
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Trevor Frazier
Vice President
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Company data provided by crunchbase