Client Advisory Associate: Wealth Strategy & Ops

Pathstone; Conshohocken (Montgomery County); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Comprehensive medical, vision, and dental coverage

Flexible spending options

Flexible PTO

401(k) plan

Parental leave

Job summary

Pathstone is seeking a dedicated professional to support our Client Advisory Team in Conshohocken, PA. This role involves assisting with client service activities, administrative tasks, and special projects, such as preparing investment analysis and client presentations.

The ideal candidate will hold a Bachelor's degree and possess strong analytical, communication, and client service skills. Experience in the financial management industry is a plus but not required for recent graduates.

Pathstone is committed to providing a supportive work environment and offers a comprehensive benefits program.

Qualifications

• Bachelor's degree is required.
• Prior experience in financial management is a plus.
• Understanding of investments is a plus.

Responsibilities

• Assist Client Advisory Team in client service and operations.
• Draft letters and complete account applications.
• Act as an information provider to accountants and banks.
• Support quarterly reporting and client report reviews.

Skills

Analytical skills

Problem-solving skills

Client service skills

Communication skills

Microsoft Excel

Education

Bachelor's degree

Tools

Microsoft Office Suite

Job description

Pathstone is seeking a dedicated professional to support our Client Advisory Team in Conshohocken, PA. This role involves assisting with client service activities, administrative tasks, and special projects, such as preparing investment analysis and client presentations.

The ideal candidate will hold a Bachelor's degree and possess strong analytical, communication, and client service skills. Experience in the financial management industry is a plus but not required for recent graduates.

Pathstone is committed to providing a supportive work environment and offers a comprehensive benefits program.