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Pathstone · 18 hours ago

Associate, Client Advisory

Bellevue, WA

Full-time

Onsite

Mid, Senior Level

$65K/yr - $72K/yr

5+ years exp

Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families and foundations. The Associate, Client Advisory role involves providing assistance to the Client Advisory team in client service, daily operations, and administrative duties.

AdviceComplianceConsultingFinancial ServicesInsuranceLegalRisk Management

Senior Management

No H1B

Responsibilities

Provide administrative support to the Client Advisory Team through preparation of custodian paperwork ranging from: opening client accounts, facilitating IRA distributions, setting up power of attorney, wiring money, etc

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 administrative matters, this role may serve as additional support in the quarterly reporting process, specifically in reconciling and otherwise reviewing client reports

Enjoy learning and growing and be motivated to take on new challenges

Qualification

Client OperationsAnalytical skillsMicrosoft ExcelClient serviceProblem-solvingDetail-orientedSalesforceInvestment knowledgeInterpersonal skillsOrganizational skills

Required

Bachelor's degree

5+ years of prior experience in Client Operations and/or Administration and past full-time office experience is required

Ability to instill a sense of trust and confidence

Evidence of being a team player and supportive colleague with strong interpersonal skills

Possess strong analytical, quantitative, problem-solving, client service, and verbal/written communication skills

Detail-orientation and understanding of time-sensitive issues are extremely important

Intermediate knowledge of PC and Microsoft Office suite skills, with an emphasis in Excel

Excellent planning and organizational skills with ability to prioritize competing demands

Present a positive attitude and demonstrate initiative in all aspects of the position

Demonstrates and promotes integrity in an environment of mutual trust and respect

Maintains the utmost discretion in working with sensitive and confidential information

Preferred

Basic understanding of investments including mutual funds, separately managed accounts, and alternatives is preferred

Experience working with custodians such as Charles Schwab and Fidelity is a plus

Comfort in speaking with clients and other professionals concerning money movement, account openings, trades within accounts, and basic daily operations is a plus

Proficiency with Salesforce, or similar CRM is a plus