Private Wealth Client Services Specialist

Blackstone; San Francisco (CA); On-site; USD 130,000 - 175,000; Full time

Job summary

Blackstone seeks an Investor Services Associate within Blackstone Private Wealth in San Francisco to field inquiries from Financial Advisors and internal teams, liaise with service providers, and drive cross-group projects to improve efficiency. Applicants should have a Bachelor’s degree and 3+ years in financial services, with Series 7/63 preferred, strong Excel skills and excellent communication.

The role offers competitive base salary ($130,000-$175,000) plus benefits and potential equity,

Qualifications

• Bachelor’s Degree in a related field.
• 3+ years of financial industry experience.
• Series 7 and Series 63 preferred.
• Strong Excel skills.
• Strong verbal and written communication.
• Attention to detail and accuracy.
• Ability to manage multiple projects and meet deadlines.
• Work independently in a team-oriented environment.

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.
• Assist in ad hoc projects / research to support Blackstone Private Wealth business initiatives.

Skills

Strong Excel skills

Verbal and written communication

Attention to detail

Problem solving

Time and project management

Independent yet team-oriented

Adaptable and collaborative

Education

Bachelor’s Degree

Tools

Microsoft Excel

Job description

Blackstone seeks an Investor Services Associate within Blackstone Private Wealth in San Francisco to field inquiries from Financial Advisors and internal teams, liaise with service providers, and drive cross-group projects to improve efficiency. Applicants should have a Bachelor’s degree and 3+ years in financial services, with Series 7/63 preferred, strong Excel skills and excellent communication.

The role offers competitive base salary ($130,000-$175,000) plus benefits and potential equity,