Blackstone Private Wealth - Client Services, Associate
Core
Field operational inquiries and problem resolution for high-net-worth investors and financial advisors regarding Blackstone alternative investment products.
Role type
Associate, Client Services (Investor Services)
Builds
Operational support for Blackstone Private Wealth distribution partners and clients
Domain
Alternative Investments / Private Wealth Management
Deliverable
client delivery
Required skills
problem analysis and resolution, project management, Excel proficiency, understanding of high net worth operating models, fund maintenance procedures
Preferred skills
Series 7 and Series 63 licenses, knowledge of alternative investment funds and operational terms
Technologies
Excel
Responsibilities
Field operational inquiries from Financial Advisors, liaise with business units and transfer agents, project management across groups, document operational procedures, assist with account opening and client onboarding, support ad hoc research projects
Seniority
Mid-level, hands-on IC