Blackstone · 3 hours ago
Blackstone Private Wealth – Client Services, Analyst
Blackstone is the world’s largest alternative asset manager, seeking to create positive economic impact and long-term value. The Client Services Analyst will handle operational inquiries from financial advisors, manage projects within Blackstone Private Wealth, and assist in client onboarding and servicing.
Financial Services
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
Required
Bachelor's Degree
2+ 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
Certain employees may also be eligible for equity and other incentive compensation at Blackstone’s sole discretion.
Company
Blackstone
Blackstone is the world’s largest alternative asset manager.
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)
Funding
Current Stage
Late StageLeadership Team
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