Client Advisory Associate: Wealth & Portfolio Support

Pathstone; New York (NY); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical Benefits

Vision Benefits

Dental Benefits

Flexible PTO

Education Support

401(k) Plan

Job summary

Pathstone is a growing wealth management firm seeking Client Advisory Associates in its New York office. The role involves supporting portfolio reporting, client service, and collaboration with PMs to build client portfolios across multiple asset classes.

Hiring aligns with a two-year program with potential for extension to Senior Associate. Proficiency in Excel, PowerPoint, Word, and familiarity with Addepar and Salesforce are valued as you learn markets, reporting, and estate planning support.

Qualifications

• Bachelor’s degree; less than two years of work experience by Summer 2027.
• Interest in financial markets and client service.
• Collaborative, problem-solving mindset with accountability.
• Strong written and oral communication.
• Willingness to learn and adapt to new tech and AI tools.
• Proficiency in Excel, PowerPoint, and Word.

Responsibilities

• Support portfolio reporting and client presentations.
• Assist with investment performance analyses.
• Collaborate with Data Ops and Investment Ops on transactions.
• Provide high-quality client service and learn asset classes.

Skills

Client service

Team collaboration

Communication

Problem solving

Analytical mindset

Initiative/leadership

Education

Bachelor’s degree

Tools

Addepar

Salesforce

Excel

PowerPoint

Word

Job description

Pathstone is a growing wealth management firm seeking Client Advisory Associates in its New York office. The role involves supporting portfolio reporting, client service, and collaboration with PMs to build client portfolios across multiple asset classes.

Hiring aligns with a two-year program with potential for extension to Senior Associate. Proficiency in Excel, PowerPoint, Word, and familiarity with Addepar and Salesforce are valued as you learn markets, reporting, and estate planning support.