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Investment Solutions Associate
2 months ago
The Private Wealth Solutions Associate will play a key role in supporting the growth and development of Blackstone's Private Wealth Solutions business. This individual will be responsible for providing exceptional service to financial advisors and their clients, while also contributing to the development of new business opportunities.
Key Responsibilities:- Field inquiries from financial advisors and internal sales teams on Blackstone investment offerings.
- Liaise with other Blackstone business units, transfer agents, and other third-party service providers relating to client inquiries, problem resolution, and reconciliations.
- Project management across various groups within Private Wealth Solutions to enhance collaboration and efficiencies.
- Identify and document operational procedures for ongoing fund maintenance on various platforms.
- Develop a strong understanding of distribution partners' operational platforms and processes and become a resident Blackstone expert for advisors.
- Assist financial advisors with problem resolution of account opening, maintenance, and other inquiries related to client onboarding, servicing, and client retention.
- Assist in ad-hoc projects/research to support Private Wealth Solutions business initiatives.
- Bachelor's Degree
- 5+ years of financial industry experience
- Series 7 and Series 63, preferred
- Strong Excel skills
- Strong verbal and written communication skills
- Attention to detail and accuracy
- Strong problem analysis and resolution skills
- Ability to identify and summarize issues and recommendations
- Ability to work efficiently in a deadline-driven environment
- Highly driven and proactive with the ability to take initiative
- Able to manage multiple projects simultaneously
- Ability to work independently in a team-oriented environment
Blackstone is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other class or status in accordance with applicable federal, state, and local laws.
