Client Advisory Operations Associate — Wealth Management

Pathstone; Alexandria (VA); On-site; USD 65,000 - 73,000; Full time

Benefits offered by this job

Medical, Vision, Dental

Flexible PTO

Life Insurance

Education Support

401(k) Plan

Parental Leave

Job summary

Pathstone, a growing wealth management firm, seeks a Client Operations Associate to support a Client Advisory Team with client service and daily operations, including performance analytics and materials.

The role emphasizes accurate processing, document handling, and collaboration with accountants, banks, and managers; requires Bachelor's, strong communication and Excel skills; DC office-based position.

Qualifications

• Bachelor's degree required.
• Strong analytical, quantitative, problem-solving and client service skills.
• Proactive, detail-oriented and able to handle time-sensitive issues.
• Excellent written and verbal communication skills.

Responsibilities

• Provide support to a Client Advisory Team in client service and daily operations.
• Prepare performance analyses, manager background research, and client presentation material.
• Draft letters of instruction and complete account applications and fund documents.
• Assist with quarterly client report reconciliation and review processes.

Skills

Analytical thinking

Quantitative skills

Client service

Proactive mindset

Verbal and written communication

Microsoft Office (Excel)

Client conversations about money

Attention to detail

Learning mindset

Investment basics

AI workflow interest

Education

Bachelor's degree

Tools

Microsoft Office

Excel

Job description

Pathstone, a growing wealth management firm, seeks a Client Operations Associate to support a Client Advisory Team with client service and daily operations, including performance analytics and materials.

The role emphasizes accurate processing, document handling, and collaboration with accountants, banks, and managers; requires Bachelor's, strong communication and Excel skills; DC office-based position.