Client Transitions Associate - Seamless Onboarding

Doist; Atlanta, Newtown Square, Potomac (GA, Delaware County, MD); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, vision, dental coverage

Flexible PTO

Life insurance

Education support

401(k) plan

Parental leave

Job summary

Pathstone is seeking a Client Transitions Associate to support onboarding, offboarding, and deceased client transitions. You will coordinate with Client Advisors and internal partners to maintain momentum and ensure timely milestones, while handling documentation, data accuracy, and reporting readiness.

The role offers exposure to process improvement, data analytics, and AI-enabled productivity tools to drive scalable client transition workflows within a collaborative team environment.

Qualifications

• Bachelor’s degree required.
• 1 – 3 years of experience in financial services, operations, project coordination, consulting, analytics, or another client-focused environment preferred.
• Strong organizational and project management skills with the ability to manage multiple priorities in a fast-paced environment.
• Excellent written and verbal communication skills.
• Demonstrated attention to detail, sound judgment, and commitment to delivering high-quality work.
• Strong analytical, critical thinking, and problem-solving abilities.

Responsibilities

• Support the end-to-end execution of client transitions, including onboarding, offboarding, and deceased client engagements.
• Coordinate activities across Client Advisory and internal business partners to maintain project momentum and ensure timely completion of transition milestones.
• Track project milestones, dependencies, risks, and outstanding action items across multiple client transitions.
• Prepare, maintain, and organize transition documentation and project records.
• Escalate risks, issues, or delays that could impact transition timelines or the client experience.
• Gather, organize, validate, and maintain client and account information across multiple systems and platforms.
• Perform quality assurance reviews to ensure documentation is complete, accurate, and compliant with firm standards.
• Maintain data integrity throughout the client transition lifecycle.
• Support reporting readiness activities, including data validation, reconciliation, and quality assurance.
• Maintain operational dashboards, trackers, and reporting tools used to monitor client transition activity, team capacity, service levels, and operational performance.
• Analyze operational data to identify trends, bottlenecks, risks, and opportunities for process improvement.
• Prepare ad hoc reports and perform data analysis to support operational decision-making and continuous improvement initiatives.
• Identify opportunities to streamline workflows through process improvements, automation, and technology.
• Utilize AI tools, including Microsoft Copilot and other approved technologies, to improve productivity, documentation, research, and operational efficiency.
• Contribute to initiatives that improve scalability, standardization, documentation, and knowledge management across the Client Transitions function.
• Build collaborative relationships with Client Advisors and internal partners, including Reporting, Billing, Compliance, Capital Markets, Professional Services, and other operational teams.
• Communicate professionally with internal stakeholders regarding project status, dependencies, risks, and outstanding action items.
• Contribute to a culture of accountability, operational excellence, collaboration, innovation, and continuous improvement.

Skills

Organizational skills

Project management

Communication skills

Analytical thinking

Problem solving

Education

Bachelor’s degree

Job description

Pathstone is seeking a Client Transitions Associate to support onboarding, offboarding, and deceased client transitions. You will coordinate with Client Advisors and internal partners to maintain momentum and ensure timely milestones, while handling documentation, data accuracy, and reporting readiness.

The role offers exposure to process improvement, data analytics, and AI-enabled productivity tools to drive scalable client transition workflows within a collaborative team environment.