Client Advisory Operations Lead

Pathstone Welcomes Crestone Capital LLC; Austin, Northern (TX, KY); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive medical coverage

401(k) plan

Flexible PTO

Education support

Job summary

Pathstone Welcomes Crestone Capital LLC in Austin, TX, is seeking a Client Advisory professional to support its operations and client service. The role includes handling client inquiries, preparing documentation, and providing assistance to the Client Advisory team. Ideal candidates hold a degree in finance or a related field with 4-7 years of experience in financial management.

This position emphasizes strong analytical and communication skills, along with proficiency in Microsoft Excel. Pathstone values diversity and is an equal opportunity employer.

Qualifications

• 4 – 7+ years of experience in the financial management industry required.
• CFP certification is preferred.
• Experience with client interactions regarding money movement and account management.

Responsibilities

• Serve as the first point of contact for client inquiries.
• Support the Client Advisory team in implementing client investment strategies.
• Prepare and organize client documentation and reports.

Skills

Analytical skills

Client service skills

Problem-solving

Detail-oriented

Microsoft Excel

Communication skills

Education

Bachelor’s degree in Business, Finance, Accounting, or Economics

Job description

Pathstone Welcomes Crestone Capital LLC in Austin, TX, is seeking a Client Advisory professional to support its operations and client service. The role includes handling client inquiries, preparing documentation, and providing assistance to the Client Advisory team. Ideal candidates hold a degree in finance or a related field with 4-7 years of experience in financial management.

This position emphasizes strong analytical and communication skills, along with proficiency in Microsoft Excel. Pathstone values diversity and is an equal opportunity employer.