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Client Advisory Coordinator

2 months ago

Bellevue, United States PathStone Full time
Company Description: Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families, single family offices, and foundations and endowments. Our comprehensive range of services and deep expertise goes far beyond investment advice. We provide tax planning and compliance, insurance and risk management, lifestyle management, wealth and estate planning, trust services, and philanthropy services. We have 20+ office locations and more than $100 Billion in Assets Under Advisement and Administration. The number of Pathstone team members has more than doubled in the past five years.

As a Certified B Corporation, Pathstone seeks to make a difference in the lives of our clients and their families as well as to offer a positive and supportive work environment for our employees. Our team members are encouraged to pursue their passions by serving on committees and initiatives addressing topics of importance to our business. Our talented people are our greatest asset and therefore we offer a competitive, comprehensive, and flexible benefits program that helps meet the needs of our team members and their families. Pathstone's generous benefits include comprehensive medical, vision, and dental coverage, flexible spending, flexible PTO, life insurance, education support, 401k plan, parental leave, and more.

This role supports the firm's Bellevue office.

Qualifications: Bachelor's degree in related field is required (Business, Finance, Accounting, Economics). CFP (preferred). Prior experience in the financial management industry of 4-7+ years is required. The ideal candidate will possess strong analytical, quantitative, problem-solving, and client service skills. Being detail-oriented and understanding time-sensitive issues are extremely important, along with having solid PC and Microsoft Office suite skills, particularly Excel. Being comfortable speaking with clients and their other professional relationships concerning money movement, account openings, trades within accounts, and basic daily operations is a plus. They will need to show a positive attitude and initiative in all aspects of the position, as well as demonstrate the ability to prioritize tasks in the face of competing demands. At the same time, they should enjoy learning and growing and be motivated to take on new challenges. Strong verbal and written communication skills are important to the role. Basic understanding of investments including mutual funds, separately managed accounts, and alternatives is important.

Job Description: Support our Client Advisory Team in all manners of client service, daily operations, and special projects, which can include preparing performance analysis, investment manager background work, and client presentation material. Advisory positions are a career path lending to increased client engagements and complexity over time, while supporting Directors and Managing Directors across the firm.

Job Responsibilities: Provide support to a Client Advisory Team in the communication and implementation of client investment strategies. Communicate with clients directly via phone, zoom, and in-person meetings, and be the first point of contact for client inquiries, solving problems, and proactively meeting clients' needs.

Draft letters of instruction, complete account applications, manager agreements and fund subscription documents, organize supporting documentation, and follow the process through in tandem with the firm's Capital Markets Group. Act as information provider to accountants, banks, investment managers and other professionals also supporting clients. Due to the required expertise in all client operational matters, this role will serve as additional support in the quarterly reporting process, specifically in reconciling and otherwise reviewing client reports. Be a mentor and resource for Associates and Senior Associates on operational matters, such as recon, reporting, account opening/transfers, etc.

Pathstone is committed to creating a diverse environment and is proud to be an equal opportunity employer.