Skip to content
Blackstone Private Wealth Client Services – Associate
| Company | Blackstone |
|---|
| Location | San Francisco, CA, USA |
|---|
| Salary | $145000 – $160000 |
|---|
| Type | Full-Time |
|---|
| Degrees | Bachelor’s |
|---|
| Experience Level | Mid Level, Senior |
|---|
Requirements
- Bachelor’s Degree
- 3+ years of financial industry experience
- Strong Excel skills
- Strong verbal and written communication skills
- Attention to detail and accuracy
- Strong problem analysis and resolution skills
- Identify and summarize issues and recommendations
- Work efficiently in a deadline driven environment
- Highly driven and proactive with the ability to take initiative
- Manage multiple projects simultaneously
- Work independently in a team‐oriented environment
- Adaptable and collaborative
- Strong understanding of the high net worth and Financial Advisor operating model
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, maintenances 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
Preferred Qualifications
- Series 7 and Series 63, preferred
- Knowledge of alternative investment funds and operational terms is helpful
