Senior Associate, Client Advisory

Pathstone; Potomac (MD); On-site; USD 74,000 - 82,000; Full time

Benefits offered by this job

Medical, vision, and dental coverage

Flexible PTO

401(k) plan

Parental leave

Education support

Job summary

Pathstone, a growing wealth management firm, seeks a detail-oriented Client Advisory Assistant to support the Client Advisory Team with daily operations, performance materials, and client communications. You will draft, organize, and process account-related documents and collaborate with the Capital Markets Group for timely, accurate deliverables.

The role emphasizes analytical thinking, client service excellence, and effective collaboration across professionals to ensure smooth investment

Qualifications

• Bachelor’s degree required.
• 1–3+ years in the financial management industry.
• Strong analytical, quantitative, problem-solving, and client service skills.
• Proactive, detail-oriented and able to handle time-sensitive issues.
• Strong verbal and written communication skills.

Responsibilities

• Provide support to a Client Advisory team in communication and implementation of client investment strategies.
• Prepare client documentation: letters of instruction, applications, agreements, and fund documents; organize supporting materials with Capital Markets Group.
• Act as information provider to accountants, banks, investment managers, and other professionals supporting clients.
• Assist with quarterly reporting by reconciling and reviewing client reports.

Skills

Analytical skills

Client service orientation

Verbal and written communication

Excel proficiency

Time management

Proactive, detail-oriented

Education

Bachelor’s degree

Tools

Microsoft Office Suite

Job description

Company Description: 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 Potomac, MD office.

Job Description

Provide assistance to a Client Advisory Team in all manners of client service and daily operations, as well as administrative duties and special projects, which can include preparing performance analysis, investment manager background, and client presentation material.

Key Responsibilities

• Provide support to a Client Advisory team in the communication and implementation of client investment strategies.
• 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.

Qualifications

• Bachelor’s degree is required.
• 1 – 3+ years of experience in the financial management industry is required. CFP track is preferred but not required.
• 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.

Pay Transparency

Pathstone's expected starting base compensation range for the position as of the time of this posting is $74,000 - $81,500 per year. The actual base compensation selected for this role will be set based on a variety of factors, including (but not limited to) experience, education, specialty and training. The successful candidate(s) may also be eligible for a discretionary bonus award.

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 an @pathstone.com email 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.