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Blackstone Private Wealth – Investor Services Operations Specialist – Associate
| Company | Blackstone |
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| Location | New York, NY, USA |
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| Salary | $145000 – $160000 |
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| Type | Full-Time |
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| Degrees | |
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| Experience Level | Mid Level, Senior |
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Requirements
- 3+ years of financial industry experience
- Series 7 and Series 63 (or equivalent)
- Proficient understanding in all aspects of a 1031 Exchange– including structure, tax, investment process, etc.
- Strong consultative, interpersonal skills
- Discuss complex issues in a straightforward manner
- Strong attention to detail and follow through to resolve issues
- Outstanding collaboration skills in order to work with product specialists, sales and advisors to deliver advantageous tax solutions for high-net-worth clients
- Highly organized with a strong work ethic; works efficiently while managing competing priorities including long-term projects and ad hoc requests
Responsibilities
- Investor servicing specialist for 1031 exchange program including client relationship management and operational and trade support
- Drive the pre-trade lifecycle, including connecting responsible parties while multitasking across multiple deliverables prior to fund closes
- Identify and exercise best practices for operational process to create an excellent client experience
- Onboard new intermediaries including insurance companies, transfer agents, and others as needed
- Spearhead the integration of transfer agent, counsel, and internal stakeholders to efficiently launch new products
- Project manage and spearhead communications to create successful collaboration across various business functions
- Hands-on approach to all aspects of project management, including: Data gathering, documentation, use case development, Training plan development and execution and communications with business stakeholders
Preferred Qualifications
No preferred qualifications provided.
