Hybrid Wealth Client Advisory Associate

Pathstone; Boston (MA); Hybrid; USD 65,000 - 72,500; Full time

Benefits offered by this job

Comprehensive medical coverage

Vision coverage

Dental coverage

Flexible spending options

Flexible PTO

Life insurance

Education support

401(k) plan

Parental leave

Job summary

Pathstone, a growing wealth management firm in Boston, MA, seeks a Client Operations & Administration professional to support a Client Advisory Team; role includes preparing performance analysis, investment manager background, and client presentation material.

Responsibilities include drafting letters, handling account applications, manager agreements, and fund subscriptions; coordinating with Capital Markets; interacting with accountants, banks, and investment managers; assisting with quarterly

Qualifications

• Bachelor's degree required.
• Strong analytical, quantitative, problem-solving, and client service skills.
• Strong verbal and written communication skills.
• Proactive, detail-oriented and time-sensitive.
• Comfortable speaking with clients and their professional relationships regarding money movement and account openings.
• Ability to prioritize tasks under competing demands.
• Basic understanding of investments including mutual funds and separately managed accounts.

Responsibilities

• Provide support to a Client Advisory Team in communicating and implementing client investment strategies.
• Draft letters of instruction, complete account applications, manager agreements, and fund subscription documents; organize supporting documentation with Capital Markets Group.
• Act as information provider to accountants, banks, investment managers, and other professionals supporting clients.
• Assist in quarterly reporting, reconciling and reviewing client reports.

Skills

Analytical skills

Communication skills

Attention to detail

Proactivity

Learner mindset

Client communication

Investment basics

Education

Bachelor's degree

Tools

Microsoft Excel

Microsoft Office

Job description

Pathstone, a growing wealth management firm in Boston, MA, seeks a Client Operations & Administration professional to support a Client Advisory Team; role includes preparing performance analysis, investment manager background, and client presentation material.

Responsibilities include drafting letters, handling account applications, manager agreements, and fund subscriptions; coordinating with Capital Markets; interacting with accountants, banks, and investment managers; assisting with quarterly