Private Wealth Solutions - Investor Services, Associate
Blackstone
- New York City, NY
- $135,000-145,000 per year
- Permanent
- Full-time
- Field inquiries from Financial Advisors & internal sales teams on Blackstone investment offerings.
- Liaise with other Blackstone business units, transfer agents, and other third party service providers relating to client inquiries, problem resolution and reconciliations.
- Project management across various groups within PWS 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 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 PWS 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
- Attention to detail and accuracy.
- Strong problem analysis and resolution skills
- Ability to identify and summarize issues and recommendations.
- Ability to work efficiently in a deadline driven environment.
- Highly driven and proactive with the ability to take initiative.
- Able to manage multiple projects simultaneously.
- Ability to work independently in a team‐oriented environment.
- Highly motivated, adaptable,, collaborative, and proactive
- Strong understanding of the high net worth and Financial Advisor operating model
- Knowledge of alternative investment fund and operational terms is helpful.
- Able to develop strong working relationships with colleagues, teams, and clients.