Private Wealth Client Services Specialist

The Blackstone Group L.P.; San Francisco (CA); On-site; USD 130,000 - 175,000; Full time

Benefits offered by this job

Health benefits

401(k) plan

Discretionary bonuses

Paid time off

Job summary

Blackstone Private Wealth is seeking an Investor Services Associate to field inquiries from Financial Advisors and internal teams, coordinating with multiple Blackstone units and service providers to resolve client issues and maintain accounts.

The role emphasizes project management, process documentation, and supporting advisors with onboarding, maintenance items, redemptions and distributions in a dynamic, team‑oriented environment.

Qualifications

• Bachelor’s Degree required.
• Strong Excel skills expected.
• Excellent verbal and written communication skills required.
• 3+ years of financial industry experience preferred.

Responsibilities

• Field operational inquiries from Financial Advisors and internal teams on Blackstone investment offerings.
• Liaise with Blackstone units, transfer agents and third-party service providers related to client inquiries and resolutions.
• Lead project management initiatives across Blackstone Private Wealth to improve collaboration and efficiency.
• Document and simplify ongoing fund maintenance procedures across platforms.

Skills

Excel

Communication

Education

Bachelor’s Degree

Series 7

Series 63

Job description

Blackstone Private Wealth is seeking an Investor Services Associate to field inquiries from Financial Advisors and internal teams, coordinating with multiple Blackstone units and service providers to resolve client issues and maintain accounts.

The role emphasizes project management, process documentation, and supporting advisors with onboarding, maintenance items, redemptions and distributions in a dynamic, team‑oriented environment.