Wealth Client Advisory Associate — Operations & Analysis

Pathstone; Winter Park (FL); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical, vision, and dental coverage

Flexible benefits program

401(k) plan

Parental leave

Education support

Job summary

Pathstone is seeking a motivated Client Operations Associate to support a Client Advisory Team in daily client service and operations from our Winter Park, FL office. You will help prepare performance analyses, manager background materials, and client presentations, coordinating with Capital Markets and other professionals.

The role emphasizes accuracy, timely communication, and proactive handling of routine tasks.

Qualifications

• Bachelor's degree is required.
• Strong analytical, quantitative, problem-solving, and client service skills.
• Strong verbal and written communication skills.
• Proactive, detail-oriented and understands time-sensitive issues.
• Skill with PC and Microsoft Office suite, particularly Excel.
• Comfortable speaking with clients and their other professional relationships concerning money movement, account openings, trades within accounts, and basic daily operations is a plus.

Responsibilities

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

Quantitative skills

Problem-solving

Client service

Communication

Excel

Education

Bachelor's degree

Tools

Microsoft Office

Excel

Job description

Pathstone is seeking a motivated Client Operations Associate to support a Client Advisory Team in daily client service and operations from our Winter Park, FL office. You will help prepare performance analyses, manager background materials, and client presentations, coordinating with Capital Markets and other professionals.

The role emphasizes accuracy, timely communication, and proactive handling of routine tasks.