Finance Client Operations Associate

Pathstone; Winter Park (FL); In loco; USD 42.000 - 65.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical coverage

Vision coverage

Dental coverage

401k plan

Parental leave

Descrizione del lavoro

Pathstone is seeking a detail-oriented candidate to provide support to a Client Advisory Team in Winter Park, FL. The role focuses on client service, daily operations, and administrative duties, including preparing performance analysis and client materials.

The ideal candidate has a Bachelor's degree and strong communication skills, with comfort handling money movement, account openings, and trading basics. Prior finance exposure or internships are a plus in a collaborative office setting.

Competenze

• Bachelor’s degree required; strong analytical and client service skills preferred.
• Experience in financial management or client operations is a plus but not required for recent grads.
• Solid PC skills and proficiency with Excel and the Microsoft Office suite are important.

Mansioni

• Assist a Client Advisory Team with client service and daily operations.
• Prepare performance analysis, investment manager background, and client presentation material.
• Support quarterly reporting and reconcile client reports with the Capital Markets Group.

Conoscenze

Analytical skills

Quantitative skills

Problem-solving

Client service

Excel

Communication skills

Time management

Formazione

Bachelor's degree

Strumenti

Microsoft Office

Microsoft Excel

Descrizione del lavoro

Pathstone is seeking a detail-oriented candidate to provide support to a Client Advisory Team in Winter Park, FL. The role focuses on client service, daily operations, and administrative duties, including preparing performance analysis and client materials.

The ideal candidate has a Bachelor's degree and strong communication skills, with comfort handling money movement, account openings, and trading basics. Prior finance exposure or internships are a plus in a collaborative office setting.