Associate, Client Transitions

Pathstone; Potomac, Atlanta, Newtown Square (MD, GA, Delaware County); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, vision, dental coverage

Flexible PTO

Life insurance

Education support

401(k) plan

Parental leave

Job summary

Pathstone is seeking a Client Transitions Associate to support onboarding, offboarding, and deceased client transitions. You will coordinate with Client Advisors and internal partners to maintain momentum and ensure timely milestones, while handling documentation, data accuracy, and reporting readiness.

The role offers exposure to process improvement, data analytics, and AI-enabled productivity tools to drive scalable client transition workflows within a collaborative team environment.

Qualifications

• Bachelor’s degree required.
• 1 – 3 years of experience in financial services, operations, project coordination, consulting, analytics, or another client-focused environment preferred.
• Strong organizational and project management skills with the ability to manage multiple priorities in a fast-paced environment.
• Excellent written and verbal communication skills.
• Demonstrated attention to detail, sound judgment, and commitment to delivering high-quality work.
• Strong analytical, critical thinking, and problem-solving abilities.

Responsibilities

• Support the end-to-end execution of client transitions, including onboarding, offboarding, and deceased client engagements.
• Coordinate activities across Client Advisory and internal business partners to maintain project momentum and ensure timely completion of transition milestones.
• Track project milestones, dependencies, risks, and outstanding action items across multiple client transitions.
• Prepare, maintain, and organize transition documentation and project records.
• Escalate risks, issues, or delays that could impact transition timelines or the client experience.
• Gather, organize, validate, and maintain client and account information across multiple systems and platforms.
• Perform quality assurance reviews to ensure documentation is complete, accurate, and compliant with firm standards.
• Maintain data integrity throughout the client transition lifecycle.
• Support reporting readiness activities, including data validation, reconciliation, and quality assurance.
• Maintain operational dashboards, trackers, and reporting tools used to monitor client transition activity, team capacity, service levels, and operational performance.
• Analyze operational data to identify trends, bottlenecks, risks, and opportunities for process improvement.
• Prepare ad hoc reports and perform data analysis to support operational decision-making and continuous improvement initiatives.
• Identify opportunities to streamline workflows through process improvements, automation, and technology.
• Utilize AI tools, including Microsoft Copilot and other approved technologies, to improve productivity, documentation, research, and operational efficiency.
• Contribute to initiatives that improve scalability, standardization, documentation, and knowledge management across the Client Transitions function.
• Build collaborative relationships with Client Advisors and internal partners, including Reporting, Billing, Compliance, Capital Markets, Professional Services, and other operational teams.
• Communicate professionally with internal stakeholders regarding project status, dependencies, risks, and outstanding action items.
• Contribute to a culture of accountability, operational excellence, collaboration, innovation, and continuous improvement.

Skills

Organizational skills

Project management

Communication skills

Analytical thinking

Problem solving

Education

Bachelor’s degree

Job description

Company Description:

Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life — with clarity, confidence, and long-term support across the full landscape of wealth and well-being. Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance — helping clients navigate complexity and make informed decisions aligned with their goals. With more than 20 office locations and over $100 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform. Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm’s culture through committees and initiatives that help shape our shared mission. Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work. Benefits include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more.

Job Description:

At Pathstone, we are in service of our clients’ preferred life, always. And in all ways. Client Transitions sits at one of the most consequential moments in a client relationship. New beginnings, complex changes, sensitive transitions, and loss. The Client Transitions Associate plays a central role in ensuring these moments are handled with clarity, precision, empathy, and forward momentum. This role is for someone who takes pride in doing hard operational work exceptionally well, while never losing sight of the human experience behind it.

The Client Transitions Associate plays a key role in supporting the successful execution of the firm’s centralized client transition programs across Pathstone, including onboarding, offboarding, and deceased client transitions, while helping ensure operational readiness throughout each engagement. As a member of the centralized Client Transitions team, this individual partners closely with Client Advisors and internal business partners to deliver a coordinated, efficient, and exceptional client transition experience across every stage of the client lifecycle. This role offers broad exposure to client transition project management, operational execution, reporting readiness, data governance, workflow optimization, and process improvement. The Associate will help ensure transitions are executed accurately and efficiently while identifying opportunities to improve scalability through technology, automation, data analytics, and AI.

Key Responsibilities:

• Support the end-to-end execution of client transitions, including onboarding, offboarding, and deceased client engagements.
• Coordinate activities across Client Advisory and internal business partners to maintain project momentum and ensure timely completion of transition milestones.
• Track project milestones, dependencies, risks, and outstanding action items across multiple client transitions.
• Prepare, maintain, and organize transition documentation and project records.
• Escalate risks, issues, or delays that could impact transition timelines or the client experience.
• Gather, organize, validate, and maintain client and account information across multiple systems and platforms.
• Perform quality assurance reviews to ensure documentation is complete, accurate, and compliant with firm standards.
• Maintain data integrity throughout the client transition lifecycle.
• Support reporting readiness activities, including data validation, reconciliation, and quality assurance.
• Maintain operational dashboards, trackers, and reporting tools used to monitor client transition activity, team capacity, service levels, and operational performance.
• Analyze operational data to identify trends, bottlenecks, risks, and opportunities for process improvement.
• Prepare ad hoc reports and perform data analysis to support operational decision-making and continuous improvement initiatives.
• Identify opportunities to streamline workflows through process improvements, automation, and technology.
• Utilize AI tools, including Microsoft Copilot and other approved technologies, to improve productivity, documentation, research, and operational efficiency.
• Contribute to initiatives that improve scalability, standardization, documentation, and knowledge management across the Client Transitions function.
• Build collaborative relationships with Client Advisors and internal partners, including Reporting, Billing, Compliance, Capital Markets, Professional Services, and other operational teams.
• Communicate professionally with internal stakeholders regarding project status, dependencies, risks, and outstanding action items.
• Contribute to a culture of accountability, operational excellence, collaboration, innovation, and continuous improvement.

Qualifications:

• Bachelor’s degree required.
• 1 – 3 years of experience in financial services, operations, project coordination, consulting, analytics, or another client-focused environment preferred.
• Strong organizational and project management skills with the ability to manage multiple priorities in a fast-paced environment.
• Excellent written and verbal communication skills.
• Demonstrated attention to detail, sound judgment, and commitment to delivering high-quality work.
• Strong analytical, critical thinking, and problem-solving abilities.