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Blackstone · 3 days ago

Blackstone Private Wealth – Client Services, Associate

Miami

Full-time

Onsite

Entry Level

$125K/yr - $150K/yr

3+ years exp

Blackstone is the world’s largest alternative asset manager, and they are seeking a Client Services Associate for their Private Wealth team. The role involves addressing operational inquiries from financial advisors, managing projects to improve collaboration, and assisting with client onboarding and servicing.

Financial Services

H1B Sponsor Likely

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

Qualification

Financial industry experienceSeries 7 certificationSeries 63 certificationExcel skillsProblem analysis skillsVerbal communicationWritten communicationAttention to detailTeam-orientedAdaptabilityCollaborationRelationship building

Required

Bachelor's Degree

3+ years of financial industry experience

Strong Excel skills

Strong verbal and written communication skills

Strong attention to detail and accuracy

Strong problem analysis and resolution skills

Effectively identifies and summarizes issues and proposes recommendations

Works efficiently in a deadline driven environment

Highly driven and proactive; takes initiative

Effectively manages multiple projects simultaneously

Works well independently in a team‐oriented environment

Adaptable and collaborative

Strong understanding of the high net worth and financial advisor operating model

Develops strong working relationships with colleagues, teams, and clients

Preferred

Series 7 and Series 63, preferred

Knowledge of alternative investment funds and operational terms is helpful

Benefits

Comprehensive health benefits, including but not limited to medical, dental, vision, and FSA benefits

Paid time off

Life insurance

401(k) plan

Discretionary bonuses

Equity and other incentive compensation at Blackstone’s sole discretion

Company

Blackstone

Glassdoor3.6

Blackstone is the world’s largest alternative asset manager.

Founded in 1985

New York, NY, US

1001-5000 employees

http://www.blackstone.com

H1B Sponsorship

Blackstone has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (102)

2024 (52)

2023 (44)

2022 (11)