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Investor Services Associate Jobs in Florida (NOW HIRING)

Associate Manager

Jacksonville, FL · Hybrid

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Associate Manager, Investor Services Locations: New York, NY| Union, NJ | Windsor, CT | Braintree, MA | Jacksonville, FL- Hybrid About the Role As the backbone of the investment world, SS&C is ...

Fully accountable for servicing and supporting our Investment and/or Banking clients. * Able to ... the associate and will be treated with a closed loop process. * Ensures customer claims and ...

Client Services Associate

Jacksonville, FL · On-site

$45 - $47/hr

  • Medical

  • Dental

  • Vision

  • Retirement

Fully accountable for servicing and supporting our investment and/or Banking clients. * Able to ... the associate and will be treated with a closed loop process. * Ensures customer claims and ...

JOB OVERVIEW The Client Services Associate assists existing clients and investment sponsors through processes related to self-directed investments, including but not limited to private equity, hedge ...

JOB OVERVIEW The Client Services Associate assists existing clients and investment sponsors through ... Plays a key role in the investment onboarding process. RESPONSIBILITIES & DUTIES • Manage the ...

Client Services Associate

Jacksonville, FL · On-site

$45 - $47/hr

  • Medical

  • Dental

  • Vision

  • Retirement

Fully accountable for servicing and supporting our investment and/or Banking clients. * Able to ... the associate and will be treated with a closed loop process. * Ensures customer claims and ...

$40 - $43 Grow your career as a Client Services Associate with an innovative global bank in ... Basic understanding of investment and financial planning strategies. * Understanding of multiple ...

New

Client Services Associate Miami, Florida, United States About the Job Regional bank in Miami is ... Knowledge of financial markets and investment products * Proficiency in financial software and CRM ...

Patient Services Associate

Fort Myers, FL · On-site

$15.75 - $20/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Overview The Patient Services Associate (PSA) is responsible for ensuring an excellent experience ... The group's high-quality, evidence-based care is bolstered by significant investments in research ...

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Showing results 1-20

Investor Services Associate information

What are some common challenges investor services associates face when managing client inquiries and transactions?

Investor Services Associates often juggle a high volume of client inquiries, ranging from account updates to complex transaction requests. One challenge is ensuring accuracy and compliance while handling sensitive financial data under tight deadlines. The role also requires clear and professional communication with clients and coordination with internal teams such as fund managers and compliance officers to resolve issues efficiently. Staying organized and adaptable is key to maintaining client satisfaction and meeting service-level agreements.

What is an investor services associate?

Investor Services Associates are professionals who act as the primary point of contact between investment firms and their clients, such as individual investors or institutional clients. They handle account inquiries, process transactions, resolve issues, and provide information about investment products and services. Their role is crucial in ensuring a positive client experience, maintaining accurate records, and supporting the operational needs of the investment firm. Investor Services Associates often work in mutual fund companies, private equity firms, or other financial institutions.

What is the difference between Investor Services Associate vs Client Services Associate?

AspectInvestor Services AssociateClient Services Associate
Required CredentialsTypically requires a bachelor's degree in finance, economics, or related field; certifications like FINRA Series 7 or 63 are commonSimilar educational background; may also hold certifications like Series 7 or 63 depending on industry
Work EnvironmentFinancial institutions, asset management firms, brokerage firmsBanking, financial services, investment firms
Employer & Industry UsageUsed in investment management, brokerage, and financial servicesCommon in banking, wealth management, and financial advisory firms

The main difference is that Investor Services Associates focus specifically on supporting investors with their accounts, transactions, and inquiries related to investments. Client Services Associates have a broader role in managing client relationships across various banking or financial products. Both roles require similar credentials and work in related environments, but their focus areas differ slightly based on client type and service scope.

What are the key skills and qualifications needed to thrive as an investor services associate?

To thrive as an Investor Services Associate, you need a solid understanding of financial markets, investment products, and client account management, often supported by a degree in finance or business. Familiarity with portfolio management systems, CRM software, and industry regulations such as SEC or FINRA guidelines is typically required. Strong attention to detail, communication skills, and problem-solving abilities help build trust and efficiently resolve client inquiries. These skills ensure accurate processing, regulatory compliance, and exceptional service to clients, which are crucial in maintaining firm reputation and client relationships.

What are the most commonly searched types of Investor Services jobs in Florida?

The most popular types of Investor Services jobs in Florida are:

What are popular job titles related to Investor Services Associate jobs in Florida?

For Investor Services Associate jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Investor Services Associate jobs in Florida look for?

The top searched job categories for Investor Services Associate jobs in Florida are:

What cities in Florida are hiring for Investor Services Associate jobs?

Cities in Florida with the most Investor Services Associate job openings:

Blackstone Private Wealth - Investor Services, Analyst

Blackstone

Miami, FL • On-site

$100K - $130K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 23 days ago


Job description

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 www.blackstone.com. Follow @blackstone onLinkedIn,X (Twitter), andInstagram.

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 and provides ongoing product and advisor support, as well as education and training around alternatives.

  • Manage Financial Advisor and investor queries for Blackstone Drawdown funds across all asset classes

  • Lead coordination of Due Diligence Questionnaires, tax questionnaires, and additional ad hoc requests between investing businesses and Private Wealth clients

  • Lead Investor Relation coordination for Blackstone's Multi-Asset Drawdown products, including but not limited to investor reporting and commentary, audit and tax questionnaires, and more

  • Assist in the oversight of third-party feeder fund providers including feeder General Partners, capital activity, quarterly reporting, audit, tax, etc.

  • Coordinate with global Investor Services colleagues to provide support for funds managed outside of the US

  • Implement efficient and consistent processes across various funds in different regions

  • Hone a strong understanding of distribution partner and platform operations

  • Assist in ad hoc projects, research, and proposals to strategize and support Blackstone Private Wealth expansion including new geographic markets and new business channels

Qualifications:

Blackstone seeks to hire individuals who work well in a team-driven working group, are highly motivated, intelligent, and have sound judgment and demonstrated excellence in prior endeavors. Additional qualifications include the following:

  • Bachelor's Degree

  • 2+ years of financial industry experience

  • Series 7 License (preferred)

  • Strong technical and analytical skills

  • Strong Excel skills

  • Strong verbal and written communication skills

  • Attention to detail and accuracy

  • Strong problem analysis and resolution skills

  • Experience identifying and summarizing issues and recommendations

  • Works efficiently in a deadline driven environment

  • Highly driven and proactive, and comfortable taking initiative

  • Manage multiple projects simultaneously

  • Comfortable working independently while in a teamoriented environment

  • Understanding of HNW and Financial Advisor operating model is preferred

  • Knowledge of alternative investment funds and operational terms is helpful

  • Develop 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:

$100,000 - $130,000

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 212-583-5000 (US), +44 (0)20 7451 4000 (EMEA) or +852 3656 8600 (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.