Client Advisory Associate

2 weeks ago


Los Angeles, California, United States PathStone Full time
Job 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.

We provide a comprehensive range of services and deep expertise that goes far beyond investment advice. Our services include 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. Our team members are encouraged to pursue their passions by serving on committees and initiatives addressing topics of importance to our business.

We offer a competitive, comprehensive, and flexible benefits program that helps meet the needs of our team members and their families. Our benefits include comprehensive medical, vision, and dental coverage, flexible spending, flexible PTO, life insurance, education support, 401k plan, parental leave, and more.

Responsibilities:
  • Provide support to a Client Advisory Team in the communication and implementation of client investment strategies.
  • 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.


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