Private Wealth Investor Services Specialist

Blackstone; Miami (FL); On-site; USD 130,000 - 175,000; Full time

Benefits offered by this job

Health benefits

Paid time off

Life insurance

401(k) plan

Discretionary bonuses

Equity opportunities

Job summary

Blackstone is seeking an Investor Services Associate within its Private Wealth group in the United States. You will field operational inquiries from financial advisors, liaise with internal and third-party service providers, and manage projects to enhance collaboration and efficiency.

Candidates should have a Bachelor’s Degree, 5+ years in financial services, and strong Excel plus communication skills. This role offers a competitive base salary and comprehensive benefits.

Qualifications

• Bachelor’s Degree required.
• 5+ years of financial industry experience.
• Series 7 and Series 63 preferred.
• Strong Excel skills.
• Strong verbal and written communication skills.
• Strong attention to detail and accuracy.
• Ability to manage multiple projects in a deadline-driven 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 (deadlines, platform questions, redemptions, capital calls, distributions).
• Assist in ad hoc projects / research to support Blackstone Private Wealth business initiatives.

Skills

Excel proficiency

Verbal & written communication

Attention to detail

Problem analysis

Multi-project management

Deadline-driven

Teamwork

Initiative

Relationship building

Adaptability

Education

Bachelor’s Degree

Series 7 / 63 (preferred)

Tools

Excel

Job description

Blackstone is seeking an Investor Services Associate within its Private Wealth group in the United States. You will field operational inquiries from financial advisors, liaise with internal and third-party service providers, and manage projects to enhance collaboration and efficiency.

Candidates should have a Bachelor’s Degree, 5+ years in financial services, and strong Excel plus communication skills. This role offers a competitive base salary and comprehensive benefits.