Client Advisory Associate
4 weeks ago
Pathstone is seeking a highly motivated and detail-oriented individual to join our Client Advisory Team as a Client Advisory Associate. In this role, you will have the opportunity to develop your skills and experience in client service and daily operations, while working closely with our experienced team members.
Key Responsibilities:
- Assist the Client Advisory Team in all aspects of client service and daily operations, including completing account applications, preparing fund subscription documents, and maintaining accounting and reporting records.
- Collaborate with client teams to process money movements and execute trades within accounts, while following the firm's Capital Markets Group process.
- Manage task flow and record keeping inside our firm's CRM, ensuring accurate and timely execution.
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.
Why Join Pathstone:
At Pathstone, we are committed to creating a diverse environment and are proud to be an equal opportunity employer. We offer a competitive, comprehensive, and flexible benefits program that helps meet the needs of our team members and their families. Our talented people are our greatest asset, and we strive to provide a positive and supportive work environment that encourages growth and development.
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