Associate, Client Advisory

4 weeks ago

Alexandria, Virginia, United States PathStone Full time
Job Description:

Pathstone is seeking a highly motivated and detail-oriented Associate to join our Client Advisory Team. As an Associate, you will play a critical role in supporting the daily operations of individual Client Teams, including completing account applications, preparing fund subscription documents, and assisting in the development of client presentation materials.

You will also collaborate with client teams to process money movements and execute trades within accounts, while following the process through in tandem with the firm's Capital Markets Group. Associates manage task flow and record keeping inside our firms' CRM, ensuring accurate and timely execution.

Through the evolution of an Associate's CareerPath, there will be opportunities for further professional development through internal programs at the firm and by studying for a professional certification (CFP, CFA).

Key Responsibilities:

  • Support Client Advisory Teams in all manners of client service and daily operations
  • Complete account applications, prepare fund subscription documents, and assist in the development of client presentation materials
  • Collaborate with client teams to process money movements and execute trades within accounts
  • Manage task flow and record keeping inside our firms' CRM

Requirements:

  • Bachelor's degree
  • Prior experience in the financial management industry, specifically Client Operations and Administration, and past full-time office experience is a plus, but not required for recent graduates
  • Basic understanding of investments including mutual funds, separately managed accounts, and alternative investments is preferred
  • Solid analytical, quantitative, problem-solving, and client service skills
  • Detail-oriented and ability to handle time-sensitive issues
  • Strong Microsoft Office suite skills, particularly Excel
  • A positive attitude and initiative in all aspects of the position
  • The ability to prioritize tasks in the face of competing demands
  • Engaged in learning and growing, and motivated to take on new challenges
  • Strong verbal and written communication skills

About Pathstone:

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.

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.

About the Role:

This is an exciting opportunity to join a dynamic and growing team at Pathstone. As an Associate, you will have the opportunity to develop your skills and knowledge in a fast-paced and supportive environment. You will work closely with experienced professionals to deliver exceptional client service and support the growth of our business.

We are committed to creating a diverse environment and are proud to be an equal opportunity employer. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.

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