Talent.com
Institutional Client Solutions - Onboarding Coordinator, Associate
Institutional Client Solutions - Onboarding Coordinator, AssociateBlackstone • New York, NY, US
[error_messages.no_longer_accepting]
Institutional Client Solutions - Onboarding Coordinator, Associate

Institutional Client Solutions - Onboarding Coordinator, Associate

Blackstone • New York, NY, US
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

ICS Fund Onboarding Team Member

Blackstone is seeking highly motivated, detail-oriented professionals to join its new ICS Fund Onboarding Team. Sitting at the center of the firm's institutional fundraising efforts, this team will orchestrate the end-to-end onboarding experience for global institutional investors across flagship and bespoke Blackstone strategies and operates across time zones and geographies.

The team will manage the end-to-end onboarding process for institutional investors in our funds. You will review subscription documents, work directly with investors and their advisors to complete them, and coordinate formal reviews with AML and tax teams. You will also work closely with Finance / Operations across groups, Legal & Compliance (L&C), Institutional Client Solutions (ICS), and external counsel.

This is a unique opportunity to help rethink how institutional onboarding is delivered at scale. This role is also a chance to improve how we work and to partner with technology providers to make onboarding faster and simpler.

Responsibilities

  • Own the onboarding process from investor commitment through close across multiple funds, jurisdictions, and time zones.
  • Review subscription agreements and related documents, identify gaps, coordinate investor edits and signatures, and work directly with investors and their advisors to completion.
  • Route, coordinate, and track AML / KYC and tax reviews to sign-off; ensure all regulatory checks are completed.
  • Apply internal policies during onboarding.
  • Coordinate internally with Finance / Operations, Legal & Compliance (L&C), Tax, and Institutional Client Solutions (ICS), and externally with counsel and advisors to resolve questions and keep timelines on track.
  • Maintain accurate investor data and records; perform reconciliations and exception tracking.
  • Track milestones to close, provide clear status updates to stakeholders, and escalate issues promptly.
  • Support routine audits.
  • Identify bottlenecks and risks early, raise issues to the right teams, and drive them to resolution.
  • Improve processes, define simple metrics and service levels, and pilot tools such as e-signature, digital forms, and workflow trackers to reduce errors and cycle time.

Qualifications

  • 3+ years of financial industry and operational experience with a strong understanding of alternatives.
  • Exceptional verbal and written communication skills
  • Performs well at a high-level within a dynamic team culture with a focus on excellence
  • Proficient in Microsoft Office, particularly Excel and PowerPoint.
  • Builds strong working relationships with colleagues, teams, and clients globally
  • Attention to detail and accuracy
  • Problem analysis and resolution skills
  • Effectively identifies & summarizes issues & proposes recommendations
  • Highly motivated, proactive, and takes initiative
  • Effectively manages multiple projects simultaneously
  • Works well independently in a team?oriented environment
  • Bachelor's degree required
  • 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 : $145,000 - $160,000. 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.

    [job_alerts.create_a_job]

    Onboarding Coordinator • New York, NY, US

    [internal_linking.similar_jobs]
    Institutional Client Solutions - Onboarding Coordinator, Principal

    Institutional Client Solutions - Onboarding Coordinator, Principal

    Blackstone • New York, NY, US
    [job_card.full_time]
    ICS Fund Onboarding Team Professional.Blackstone is seeking a highly motivated, detail-oriented professional to join its new ICS Fund Onboarding team. Sitting at the center of the firm's institution...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Client Relations Coordinator

    Remote Client Relations Coordinator

    TradeJobsWorkforce • 10272 New York, NY, US
    [filters.remote]
    [job_card.full_time]
    As a Remote Client Relations Coordinator, you will be responsible for supporting customers and handling inquiries from the comfort of your home, including : respond to customer inquiries via phone, ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Coordinator

    Client Coordinator

    WellLife Network • Queens Village, New York, United States
    [job_card.full_time]
    [filters_job_card.quick_apply]
    WellLife Network is a leading health and human services organization dedicated to supporting individuals and families across New York City and Long Island. Recognized as a 2023 top-rated nonprofit, ...[show_more]
    [last_updated.last_updated_30]
    Client Relations Associate

    Client Relations Associate

    KINGS BAY YM - YWHA • New York, NY, US
    [job_card.full_time]
    Kings Bay Y / JCC Brooklyn is more than just a community space—it’s a dynamic hub of connection, empowerment, and inspiration. As a Jewish Community Center with and without walls, we embra...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Solutions Associate

    Client Solutions Associate

    Courier Health • New York, NY, US
    [job_card.full_time]
    Courier Health is on a mission to solve one of the biggest and most meaningful opportunities in healthcare : reinvent how people living with chronic and rare diseases are supported.We are building t...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Services Associate

    Client Services Associate

    MarketAxess • New York, NY, US
    [job_card.full_time]
    Marketaxess Client Services Associate.MarketAxess is on a journey to digitally transform one of the world's largest financial markets, enabling the shift from analog, phone-based trading to a fully...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate, Client Solutions

    Associate, Client Solutions

    Liminal Strategy • New York, New York, United States, 10022
    [job_card.full_time]
    Liminal is a global market intelligence and strategic advisory firm specializing in digital identity, financial crime and compliance, and IT security technology solutions across industries while al...[show_more]
    [last_updated.last_updated_variable_days]
    Client Operations & Servicing Associate

    Client Operations & Servicing Associate

    PIMCO • New York, NY, US
    [job_card.full_time]
    PIMCO Client Reporting Associate.PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate / Sr. Associate, Client Services - Financial Institution Client Strategy

    Associate / Sr. Associate, Client Services - Financial Institution Client Strategy

    Capvision • New York, NY, US
    [job_card.full_time]
    Founded in 2019 in New York City, Capvision has skyrocketed from launch to becoming #7 in North America and #10 globally in just five years — and we're just getting started.As we expand i...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Relations Associate

    Client Relations Associate

    Cedrus Management • Clifton, NJ, US
    [job_card.full_time]
    [filters_job_card.quick_apply]
    Here at Cedrus Management, we pride ourselves on our ability to build lasting client relationships based on trust, transparency, and exceptional customer service. As a growing leader in the business...[show_more]
    [last_updated.last_updated_30]
    Client Service Associate

    Client Service Associate

    Varite • New York, NY, US
    [job_card.full_time]
    W2 Open to candidates in Seattle or New York (3 days per week onsite) Potential to convert to full time.Job Description Summary : The SMA Client Service team partners with the portfolio management t...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate, Client Service

    Associate, Client Service

    Kantar • New York, NY, US
    [job_card.full_time]
    We go beyond the obvious, using intelligence, passion and creativity to inspire new thinking and shape the world we live in. To start a career that is out of the ordinary, please apply.New York, Wor...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Services Associate

    Client Services Associate

    Coda SearchStaffing • New York, NY, United States
    [job_card.full_time]
    One of the largest Real Estate investment management firms in the world, with over $80 billion in assets under management, is looking to hire a Client Services Analyst. With over 300 people, they sp...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Onboarding Associate

    Client Onboarding Associate

    TP ICAP • New York, NY, US
    [job_card.full_time]
    The TP ICAP Group is a world leading provider of market infrastructure.Our purpose is to provide clients with access to global financial and commodities markets, improving price discovery, liquidit...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Onboarding

    Client Onboarding

    Mizuho Bank • New York, NY, US
    [job_card.full_time]
    Support direct team manager for all onboarding processes.Manage daily onboarding requests for all divisions of Mizuho.End to end onboarding coordination. Compose KYC packages and perform due diligen...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Platform, Client Service Associate

    Client Platform, Client Service Associate

    JPMorgan Chase • Jersey City, NJ, US
    [job_card.full_time]
    Associate, North America Client Platform.We are looking for a talented Associate to join the North America Client Platform team within Americas Client Service. As an Associate on this team, you will...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Fund Onboarding AssociateNew York

    Fund Onboarding AssociateNew York

    CAIS • New York, NY, US
    [job_card.full_time]
    CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Onboarding – Investment Advisors / Funds Group, Associate / AVP

    Client Onboarding – Investment Advisors / Funds Group, Associate / AVP

    Mizuho • New York, NY, United States
    [job_card.full_time]
    Compose KYC packages and perform due diligence on new clients based on risk rating including FinCen requirements and Enhanced Due Diligence without immediate direction or supervision.Conduct OFAC a...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]