Client Manager

Pathstone; Conshohocken (Montgomery County); On-site; USD 90,000 - 110,000; Full time

Job summary

Pathstone is seeking an experienced Client Advisory professional to support daily client service, operations, and projects in our Conshohocken, PA office. You will coordinate client communications and financial documentation while collaborating with a team across advisory and capital markets.

The role requires a bachelor’s degree and 4–7+ years in financial management; CFP preferred. Strong analytical and communication skills, and proficiency with Excel and AI tools, are essential for success.

Qualifications

• Bachelor’s degree in Business, Finance, Accounting or Economics.
• 4–7+ years of experience in financial management/wealth advisory.
• CFP certification preferred.
• Strong analytical and client service skills; able to communicate clearly.

Responsibilities

• Be the first point of contact for client inquiries via phone, Zoom, or in person.
• Support Client Advisory team with client communications and investment strategy coordination.
• Prepare client documents: letters of instruction, account applications, and fund subscriptions.
• Coordinate with accountants, banks, investment managers, and other professionals.
• Assist in quarterly reporting and reconciliation of client reports.
• Mentor Associates on operational matters and processes.

Skills

Analytical skills

Quantitative skills

Client service

Communication skills

Problem solving

Excel

Time management

Learning mindset

Investments knowledge

AI productivity tools

Education

Bachelor’s degree in Business/Finance/Economics/Accounting

Tools

Microsoft Office (Excel)

AI productivity tools

Job description

CompanyDescription: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life — with clarity, confidence, and long-term support across the full landscape of wealth and well-being.

Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance — helping clients navigate complexity and make informed decisions aligned with their goals.

With more than 20 office locations and over $100 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.

Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm’s culture through committees and initiatives that help shape our shared mission.

Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work. Benefits include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more.

This role supports the firm’s Conshohocken, PA office.

JobDescription: Support our Client Advisory team in all manners of client service, daily operations, and special projects, which can include coordinating client communications, overseeing operational and administrative workflows, and preparing performance analysis and client presentation material. Advisory positions are a career path lending to increased client engagements and complexity over time, while supporting Directors and Managing Directors across the firm.

Key Responsibilities:

• Serve as the first point of contact for client inquiries, solving problems, and proactively meeting clients’ needs. Communicate with clients directly via phone, zoom, and in-person meetings.
• Provide support to a Client Advisory team in the communication and implementation of client investment strategies, while ensuring timely and effective coordination across the broader client service team to maintain alignment and a seamless client experience.
• Prepare client documentation: draft letters of instruction, complete account applications, manager agreements, and fund subscription documents, organize supporting documentation, and follow the process through in tandem with the firm’s Capital Markets Group.
• Act as information provider to accountants, banks, investment managers, and other professionals also supporting clients.
• Provide additional support in the quarterly reporting process, specifically in reconciling and otherwise reviewing client reports.
• Act as a mentor and resource for Associates and Senior Associates on operational matters, such as recon, reporting, account opening/transfers, etc.

Qualifications:

• Bachelor’s degree in related field is required (Business, Finance, Accounting, Economics).
• 4 - 7+ years of experience in the financial management industry is required. CFP is preferred.
• Strong analytical, quantitative, problem-solving, and client service skills.
• Proactive, detail-oriented and understands time-sensitive issues.
• Strong verbal and written communication skills.
• Skill with PC and Microsoft Office suite, particularly Excel.
• Comfort speaking with clients and their other professional relationships concerning money movement, account openings, trades within accounts, and basic daily operations is a plus.
• Shows a positive attitude and initiative in all aspects of the position, as well as demonstrates the ability to prioritize tasks in the face of competing demands.
• Enjoys learning and growing and is motivated to take on new challenges.
• Basic understanding of investments including mutual funds, separately managed accounts, and alternatives.
• Familiarity with or hands-on experience using AI-powered productivity tools to enhance efficiency, collaboration, and work quality is strongly preferred.

Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

Pathstone is proud to be an equal opportunity employer.

As you explore opportunities, know that Pathstone communicates with candidates exclusively through [e-mail] address. We do not make unsolicited job offers, and we will never ask for personal or financial information through email or web forms. If you receive outreach that appears to be from Pathstone but originates from a different domain, please disregard it.