Blackstone
Blackstone Private Wealth - Client Services, Associate
Miami · Senior
Sponsorship not specified$130k-$175kDetected 17 hours ago
Project ManagementSalesExcelVoIPResearchCommunicationCollaborationAdaptability
Stay score
odds of building a lasting career here
59Sponsors, lottery-bound
Cap-exempt (no lottery)0
Sponsors this role100
Entry-level history0
PERM / green-card track0
Lottery odds (Level III)83
Fits your clock70
Sponsors, but it's cap-subject — you still face the weighted lottery (~45% per draw at Level III). Good if you win; have a cap-exempt backup on your list.
Lottery odds assume a STEM candidate.
Personalize to your clock →Employer immigration record
from this employer's Department of Labor filings
Green-card filing pattern in this occupation
Context, not a finding about this posting: of this employer's 14 green-card filings in this occupation, 100% were for a worker who already held the job.
Green-card intent detected
Blackstone, Inc. obtained a prevailing wage determination for Financial and Investment Analysts in San Francisco, CALIFORNIA on 2026-06-29. No matching green-card filing appears in our data yet. The determination expires in 21 days (2026-09-26), and a green-card filing must follow before then or the employer starts over.+2 more active determinations on file
Green-card follow-through: 71%
Of 7 labor certifications old enough to have been used, 2 expired without the employer filing the next step. Median time from filing to decision: 484 days.100% of their filings were for a worker who already held the job.Only certifications past the 180-day window are counted — recent ones cannot have expired yet.
Files H-1B transfers
20 transfer filings in the last year, covering 20 workers. Median labor-condition decision: 7 days. An employer that already files transfers is one that can take over an existing H-1B.
Sourced from Department of Labor LCA, PERM and prevailing-wage disclosure data. Employer matching is by name, so figures may be split across an employer's legal entities. Absence of a filing means none appears in our copy of the data, not that none exists.
Community outcomes
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About the role
- 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.
Responsibilities
- Assist in ad hoc projects / research to support Blackstone Private Wealth business initiatives.
- Advising on marketing plans prepared by a sales team or developing and/or contributing information for marketing materials.
- Blackstone seeks to deliver compelling returns for institutional and individual investors by strengthening the companies in which the firm invests.
Requirements
- Bachelor's Degree
- 5+ years of financial industry experience
- Strong understanding of the high net worth and financial advisor operating model
- Knowledge of alternative investment funds and operational terms is helpful
- All Blackstone employees, including but not limited to recruiting personnel and hiring managers, are required to abide by this policy.
- 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:
- Fields marked with a red asterisk * must be completed to be considered for employment (although some can be answered "prefer not to say").
- 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:
- 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
Nice to have
- Series 7 and Series 63, preferred
Compensation
- $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.
- 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.
Benefits
- 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.
Equal opportunity
- If you need a reasonable accommodation to complete your application, please contact Human Resources at 212-583-5000 (US), +44 (0)20 7451 4000 (EMEA) or +852 3656 8600 (APAC).
Visa & Work Authorization
- nd 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 expre
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This listing is sourced directly from Blackstone's careers page and normalized into a canonical job model.