Client Operations Specialist — Advisory Support

Pathstone; Bellevue (WA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

Flexible PTO

401k plan

Job summary

Pathstone is hiring in Bellevue, WA for a Client Operations and Administrative role within the Client Advisory team. The position supports daily client service, back-office tasks, and special projects in a collaborative, diverse environment.

Qualified candidates have a Bachelor’s degree and 5+ years in financial services, with strong Excel skills, CRM experience, and discretion handling sensitive information. Opportunity to grow within a growing firm.

Qualifications

• Bachelor’s degree in finance, business, or related field.
• 5+ years in financial management industry, Client Operations and Administration.
• Experience with custodians such as Charles Schwab and Fidelity a plus.

Responsibilities

• Provide administrative support to Client Advisory Team through custodian paperwork and account setup.
• Draft letters, complete applications, and organize supporting documentation with Capital Markets Group.
• Serve as information provider to accountants, banks, and investment managers supporting clients.
• Assist quarterly reporting by reconciling client reports and related tasks.
• Back-up Front Desk Associate, handling mail, packages, and office coordination.

Skills

Interpersonal skills

Time management

Analytical skills

Excel

CRM (Salesforce)

Education

Bachelor’s degree

Tools

Salesforce

Microsoft Office

Job description

Pathstone is hiring in Bellevue, WA for a Client Operations and Administrative role within the Client Advisory team. The position supports daily client service, back-office tasks, and special projects in a collaborative, diverse environment.

Qualified candidates have a Bachelor’s degree and 5+ years in financial services, with strong Excel skills, CRM experience, and discretion handling sensitive information. Opportunity to grow within a growing firm.