Blackstone Private Wealth - Client Services, Associate

Responsibilities

• Field operational inquiries from financial advisors & internal sales teams on Blackstone investment offerings.
• Liaise with Blackstone business units, transfer agents, and other third-party service providers relating to client inquiries, problem resolutions, and reconciliations.
• Project management across various groups within Blackstone Private Wealth to enhance collaboration and efficiencies.
• Identify and document operational procedures for ongoing fund maintenance on various platforms.
• Develop strong understanding of distribution partners’ operational platforms and processes and become resident Blackstone expert for advisors.
• Assist financial advisors with problem resolution of account opening, maintenance items, and other inquiries related to client onboarding, servicing, and client retention (deadlines, platform questions, redemptions, capital calls, distributions).
• Assist in ad hoc projects / research to support Blackstone Private Wealth business initiatives.

• Bachelor’s Degree
• 5+ years of financial industry experience
• Series 7 and Series 63, preferred
• Strong Excel skills
• Strong verbal and written communication skills
• Strong attention to detail and accuracy
• Strong problem analysis and resolution skills
• Effectively identifies and summarizes issues and proposes recommendations
• Works efficiently in a deadline driven environment
• Highly driven and proactive; takes initiative
• Effectively manages multiple projects simultaneously
• Works well independently in a team‑oriented environment
• Adaptable and collaborative
• Strong understanding of the high net worth and financial advisor operating model
• Knowledge of alternative investment funds and operational terms is helpful
• Develops strong working relationships with colleagues, teams, and clients

Depending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following:

• Attending client meetings where you are discussing Blackstone products and/or client questions;
• Marketing Blackstone funds to new or existing clients;
• Supervising or training securities licensed employees;
• Structuring or creating Blackstone funds/products;
• Advising on marketing plans prepared by a sales team or developing and/or contributing information for marketing materials.

Expected annual base salary range: $130,000 - $175,000.

Actual base salary within that range will be determined by several components including but not limited to the individual’s experience, skills, qualifications and job location. For roles located outside of the US, salary bands do not apply.

Benefits include comprehensive health benefits (medical, dental, vision, FSA), paid time off, life insurance, 401(k) plan, discretionary bonuses, and potential equity or other incentive compensation.

Blackstone is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other class or status in accordance with applicable federal, state and local laws.

This policy applies to all terms and conditions of employment, including but not limited to hiring, placement, promotion, termination, transfer, leave of absence, compensation, and training. All Blackstone employees, including but not limited to recruiting personnel and hiring managers, are required to abide by this policy.