Blackstone Private Wealth
Financial Services
ClientServices,Analyst
“Client Services, Analyst at Blackstone Private Wealth. Skills: Client Services, Financial Industry, Excel. Field operational inquiries. Liaise with business units”
Industry & Context.
problem analysis and resolution skills; Identify and summarize issues and recommendations
What They're Looking For.
Must Have
Bachelor's Degree, 2+ years of financial industry experience, Excel skills, verbal and written communication skills, Attention to detail and accuracy, problem analysis and resolution skills, Identify and summarize issues and recommendations, Work efficiently in a deadline driven environment, Manage multiple projects simultaneously, Work independently in a team‐oriented environment, Adaptable and collaborative, understanding of the high net worth and Financial Advisor operating model
Nice to Have
Series 7, Series 63, Knowledge of alternative investment funds and operational terms
What You'll Do.
Field operational inquiries
Liaise with business units
Project management across groups
Identify and document operational procedures
Develop understanding of distribution partners
Assist Financial Advisors with problem resolution
Assist in ad hoc projects
How You'll Work.
Team & Collaboration
Work with product team; Work with internal sales teams; Liaise with Blackstone business units; Liaise with transfer agents; Liaise with third-party service providers; Work with various groups within Blackstone Private Wealth; Develop working relationships with colleagues; Develop working relationships with teams; Develop working relationships with clients
Communication Scope
verbal and written communication skills
Process & Methodology
Project management across various groups, Manage multiple projects simultaneously
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