Client Advisory & Operations Specialist

Pathstone; Boston (MA); In loco; USD 90.000 - 120.000; Tempo pieno

Descrizione del lavoro

Pathstone seeks a skilled Client Advisory professional to support our Boston office. The role focuses on client service, daily operations, and special projects, including performance analysis and investment background work for client presentations.

The ideal candidate has 4–7+ years in financial management, strong analytical and communication skills, and proficiency with Excel and the Microsoft Office suite. CFP preferred, with opportunities for professional growth.

Competenze

• Bachelor’s degree in business or finance; CFP preferred.
• 4–7+ years in financial management with client service focus.
• Strong analytical, verbal and written communication skills; detail-oriented.

Mansioni

• Support Client Advisory Team with client service, daily operations, and special projects.
• Prepare performance analysis, investment manager background work, and client presentation material.
• Coordinate with Capital Markets Group and be the information provider to accountants, banks, investment managers and other professionals.

Conoscenze

Client service

Analytical skills

Communication

Excel

Formazione

Bachelor's degree

CFP preferred

Strumenti

Microsoft Office

Investment background

CRM software

Descrizione del lavoro

Pathstone seeks a skilled Client Advisory professional to support our Boston office. The role focuses on client service, daily operations, and special projects, including performance analysis and investment background work for client presentations.

The ideal candidate has 4–7+ years in financial management, strong analytical and communication skills, and proficiency with Excel and the Microsoft Office suite. CFP preferred, with opportunities for professional growth.