Wealth Advisory Operations Associate

Pathstone Welcomes Crestone Capital LLC; Boston (MA); On-site; USD 65,000 - 73,000; Full time

Job summary

Pathstone is seeking a Client Operations Specialist to support a Client Advisory Team with client service and daily operations, including preparing performance analyses and manager background materials. The role calls for a Bachelor’s degree and strong analytical and communication skills, with office-based work at the Boston, MA site.

Responsibilities include drafting instructions and documents, coordinating with accountants and managers, and assisting with quarterly client reporting.

Qualifications

• Bachelor's degree required.
• Experience in Client Operations and Administration is a plus.
• Strong analytical, quantitative, problem-solving, and client service skills.
• Proactive, detail-oriented, and deadline-driven.
• Comfortable with client communications about money movement.

Responsibilities

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

Skills

Analytical skills

Client service

Time management

Communication skills

Excel proficiency

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Pathstone is seeking a Client Operations Specialist to support a Client Advisory Team with client service and daily operations, including preparing performance analyses and manager background materials. The role calls for a Bachelor’s degree and strong analytical and communication skills, with office-based work at the Boston, MA site.

Responsibilities include drafting instructions and documents, coordinating with accountants and managers, and assisting with quarterly client reporting.