Blackstone Private Wealth - Client Services, Associate
$130k - $175kBlackstone
Blackstone is the world’s largest alternative asset manager. Blackstone seeks to deliver compelling returns for institutional and individual investors by strengthening the companies in which the firm invests. Blackstone’s over $1.3 trillion in assets under management include global investment strategies focused on real estate, private equity, credit, infrastructure, life sciences, growth equity, secondaries and hedge funds. Further information is available at Follow @blackstone on LinkedIn, X (Twitter), and Instagram. Blackstone Private Wealth was established to answer the growing demand for Blackstone products from high-net worth investors. Partnering with many of the world’s largest private banks and wealth management firms as well as family offices, Blackstone’s Private Wealth team packages and delivers the full breadth of Blackstone’s alternative product capability to these firms and their clients as well as providing ongoing education, training, and support around alternatives. Job Description: Specific responsibilities include: 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. Qualifications: Blackstone seeks to hire individuals who work well in a team-driven working group, are highly motivated, intelligent, have sound judgment, and have demonstrated excellence in prior endeavors. The Investor Services Associate should exhibit strong technical and analytical skills. Candidates should be driven, detailed, and team-oriented individuals with innovative ideas and solutions and who thrive on challenges in a dynamic environment. In addition, the successful candidate must meet the following qualifications: Bachelor’s Degree 5+ years of financial industry experience Series 7 and Series 63, preferred 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 Knowledge of alternative investment funds and operational terms is helpful Develops strong working relationships with colleagues, teams, and clients The duties and responsibilities described here are not exhaustive and additional assignments, duties, or responsibilities may be required of this position. Assignments, duties, and responsibilities may be changed at any time, with or without notice, by Blackstone in its sole discretion. Expected annual base salary range: $130,000 - $175,000 Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications and job location. For roles located outside of the US, please disregard the posted salary bands as these roles will follow a separate compensation process based on local market comparables. Additional compensation and benefits offered in connection with the role consist of comprehensive health benefits, including but not limited to medical, dental, vision, and FSA benefits; paid time off; life insurance; 401(k) plan; and discretionary bonuses. Certain employees may also be eligible for equity and other incentive compensation at Blackstone’s sole discretion. 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. This policy applies to all terms and conditions of employment, including but not limited to hiring, placement, promotion, termination, transfer, leave of absence, compensation, and training. All Blackstone employees, including but not limited to recruiting personnel and hiring managers, are required to abide by this policy. If you need a reasonable accommodation to complete your application, please contact Human Resources at View phone number on click.appcast.io (US), View phone number on click.appcast.io (EMEA) or View phone number on click.appcast.io (APAC). Depending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following: Attending client meetings where you are discussing Blackstone products and/or and client questions; Marketing Blackstone funds to new or existing clients; Supervising or training securities licensed employees; Structuring or creating Blackstone funds/products; and Advising on marketing plans prepared by a sales team or developing and/or contributing information for marketing materials. Note: The above list is not the exhaustive list of activities requiring securities licenses and there may be roles that require review on a case-by-case basis. Please speak with your Blackstone Recruiting contact with any questions. To submit your application please complete the form below. Fields marked with a red asterisk * must be completed to be considered for employment (although some can be answered "prefer not to say"). Failure to provide this information may compromise the follow-up of your application. When you have finished click Submit at the bottom of this form. At Blackstone, we look to attract and retain the brightest minds in the business, hiring professionals across a wide range of disciplines. Our employees are integral to the firm’s identity, contributing to a culture of integrity, professionalism and excellence. It is their dedication and passion for their work that has helped Blackstone become a trusted partner for some of the largest institutional investors in the world. We encourage independent thinking and reward initiative, while providing services to help employees grow professionally. Our global business platform and brand reputation provide an unparalleled launch pad for growing your career.
- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals...SuggestedWork at officeLocal area
- Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...SuggestedWork at officeLocal area
- Registered CS The Registered Client Service Associate will be supporting Bankers/Financial Advisors within a segment-specific client base while... ...At least 5 years of investment experience in International Wealth Management and knowledgeable in Investments and Bank Products...SuggestedWork experience placement
- 711 MS Smith Barney, LLC in Miami Beach is seeking a Client Service Associate to provide exceptional service to clients and support Financial Advisors. The role entails cultivating client relationships, executing transactions, and performing administrative tasks. Ideal...Suggested
- ...Morgan Stanley is seeking a Registered Client Service Associate in Miami, Florida. This role focuses on supporting Financial Advisors and providing exceptional service to clients, building trusted relationships. The ideal candidate has a High School Diploma, industry...Suggested
- ...have an enthusiasm for helping our clients, taking care of our employees,... ...extraordinary customer service while maintaining a strong commitment... ...meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client...
- JPMorgan Chase & Co. in Miami, FL is seeking a Private Client Investment Associate to provide support to Private Client Advisors. This role involves... ...requests, managing client relationships, and assisting in wealth planning. The successful candidate will hold a Series 7...
- This role provides client service support to multiple Financial Advisors, ensuring operational excellence and client advocacy. Responsibilities Provides excellent client service to bank clients by educating them on our service and banking offerings. Ensures timeliness,...Seasonal workWork from homeShift workDay shift
- Job Description Merrill Wealth Management is a leading provider of comprehensive wealth... ...management and investment products and services for individuals, companies, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...Seasonal workWork at officeWork from homeShift workDay shift
$75k - $95k
...Job Identification 210653328 Job Category Client Service Business Unit Asset & Wealth Management Posting Date 08/01/2025, 07:16 PM... ...Job Description As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for...Full timeWork at officeShift work$50.6k - $70.6k
...The Client Service Associate (CSA) has a strong background in KYC processes, procedures and policies. CSA will drive the creation of client’s... ...prospect needs. Interview prospects to establish source of wealth, banking needs and to require documents necessary to drive...- ...Client Services Associate Working at Citi is far more than just a job. A career with us means joining... ...on business model, liaise with Private Banking Universe including Private Bankers... ...Counselors, Securities Specialists and/or Wealth Team including Advisors, Relationship...Work at office
- A financial services company is seeking a Financial Advisor Client Associate to support multiple Advisors by providing excellent client service and operational excellence. The ideal candidate should hold necessary FINRA qualifications, possess strong interpersonal and...
- Client Service Support Specialist Job Description: This role provides client service support to multiple Financial Advisors (FAs), supporting enterprise strategic objectives, operational excellence goals, and client advocacy while customizing solutions to meet their specific...Seasonal workWork from homeShift workDay shift
- Bank of America is seeking a Client Service Support Specialist in Miami, Florida to provide exceptional client support to Financial Advisors. Your role will involve educating clients about our service offerings, ensuring timely handling of requests, and deepening client...Shift work
- Goldman Sachs, Inc. is seeking an Associate in Client Relationship Management to act as a primary contact for ultra-high net worth clients... ...fields, along with three years of relevant experience in private wealth management. Strong relationship-building skills and risk...
- Bank of America in Miami, Florida, is seeking a dedicated individual for a role focused on client service support to Financial Advisors. The position requires ensuring operational excellence and advocating for client needs through education on banking services. Candidates...
- ...Client Service Associate (Spanish Speaker) Ita Unibanco is the largest bank in Latin America, operating in 18 countries... ...client engagement. As part of this organization, Ita Private Bank applies these capabilities to wealth management, combining human expertise with...
- Position Summary Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Work at officeLocal area
- Registered Client Service Associate -Miami, FL Registered Client Service Associate (Trading and Operations) - Miami, FL FinTrust Connect has partnered... ...U.S., and LATAM, and Europe. The practice is built around wealth creation guided by risk management, with a strong emphasis...Work at officeRemote work2 days per week
- ...Client Services Associate Miami, Florida, United States About the Job Regional bank in Miami is seeking a licensed CSA for their newly... ...Advisors to ensure a seamless client experience within the wealth management framework. Key Responsibilities: Account Management...
- ...Client Service Associate Key Responsibilities Support bankers and investors in managing client relationships and day-to-day service needs. Research, follow up on, and resolve client inquiries and issues through effective interaction with clients, bankers, investors, product...
- JPMorgan Chase is looking for a Private Client Investment Associate in Miami, Florida, who will support Advisors by providing client service and operational marketing. Key responsibilities include managing account openings, trades, and fostering client relationships. Applicants...
- Exciting opportunity to join an established and growing financial services firm with significant operations in Miami. This role will... ...for team utilizing our group’s various applications Respond to client questions regarding accounts, policies, and procedures. Review...
- A leading financial services firm in Miami seeks a Business Development Associate to support Financial Advisors in cultivating client relationships and delivering exceptional service. The ideal candidate will have over 5 years of relevant experience, a strong knowledge...
- ...the primary point of contact for assigned clients, building and maintaining strong... ...the client experience through personalized service and attention to detail. Assist financial... ...financial services industry, preferably in wealth management or investment advisory. Strong...Work at office
$225k - $275k
...investment vehicles focused on private equity, real estate,... ...available at Follow @blackstone on LinkedIn, X, and... ...Unit:** The Private Wealth Public Funds (PWPF)... ...Operations, Institutional Client Solutions, Finance,... ...practicing law as a law firm associate or in-house counsel,...Local areaFlexible hours- ...Client Service Associate ADP is hiring a Client Service Associate. Thanks for clicking! Let us tell you a little more... Are you a customer service superhero who gets a thrill from leaping tall client questions in a single bound? Can you focus on key priorities...
- A financial services company seeks a Registered Client Service Associate in Miami. This role involves providing exceptional service to clients, assisting Financial Advisors, and building trusted relationships. Ideal candidates will be bilingual in Spanish and have experience...
- JPMorgan Chase & Co. in Miami is seeking a Senior Client Service Associate to manage client relationships, providing exceptional service in a fast-paced environment. Candidates must hold FINRA licenses and have at least 3 years of experience in investment management. The...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Blackstone Private Wealth - Client Services, Associate. Be the first to apply!
- client services associate Miami, FL
- registered client associate Miami, FL
- client account associate Miami, FL
- client engagement associate Miami, FL
- client relationship associate Miami, FL
- client success associate Miami, FL
- client solutions associate Miami, FL
- service lot attendant Miami, FL
- site services specialist Miami, FL
- service advisor automotive Miami, FL

