Wealth Advisory Associate — Client Services & Ops

Pathstone; Newtown Square (Delaware County); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Pathstone, a growing wealth management firm, seeks a Client Advisory Team Assistant in the Philly metro hybrid role supporting client service and daily operations for approximately two dozen core families located across the United States. The position is based in the Newtown Square, PA area and allows collaboration with a four-person team to serve clients nationwide.

Based in the Philly Metro area, this hybrid role offers meaningful support to clients through day-to-day collaboration and

Qualifications

• Bachelor’s degree in related field is required (Business, Finance, Accounting, Economics).
• 1 – 3+ years of experience in the financial management industry is required. CFP is desired.
• 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 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.
• Enjoys learning and growing and is motivated to take on new challenges.
• Excellent listening and relationship‑building skills, with a genuine interest in traveling to meet clients and participating in events that foster meaningful connections.
• Basic understanding of investments including mutual funds, separately managed accounts, and alternatives.

Responsibilities

• Provide support to a Client Advisory Team in the communication and implementation of client investment strategies.
• Prepare and coordinate materials for formal client meetings, attending these meetings to provide support as needed.
• Participate in client events, including meals and other engagements (e.g. fundraisers).
• 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.

Skills

Analytical skills

Communication skills

Excel

Client service

Education

Bachelor’s degree in related field

Tools

Microsoft Office

Job description

Pathstone, a growing wealth management firm, seeks a Client Advisory Team Assistant in the Philly metro hybrid role supporting client service and daily operations for approximately two dozen core families located across the United States. The position is based in the Newtown Square, PA area and allows collaboration with a four-person team to serve clients nationwide.

Based in the Philly Metro area, this hybrid role offers meaningful support to clients through day-to-day collaboration and