Blackstone Private Wealth - Client Services, Analyst

Job Description

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.

Qualifications

• Blackstone seeks to hire individuals who work well in a team-driven working group, are highly motivated, intelligent, have sound judgment, and have demonstrated excellence in prior endeavors.
• The Investor Services Associate should exhibit strong technical and analytical skills.
• Candidates should be driven, detailed and team-oriented with innovative ideas and solutions who thrive on challenges in a dynamic environment.
• The successful candidate must meet the following qualifications:
• Bachelor’s Degree
• 2+ years of financial industry experience
• Series 7 and Series 6
• Preferred: 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
• 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
• Knowledge of alternative investment funds and operational terms is helpful
• Develop strong working relationships with colleagues, teams, and clients

Benefits

• Comprehensive health benefits, including but not limited to medical, dental, vision, and FSA benefits
• Paid time off
• Life insurance
• 401(k) plan
• Discretionary bonuses

Equal Employment Opportunity

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.