Wealth Client Advisory Support Specialist

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

Benefits offered by this job

Medical, Vision & Dental

Flexible PTO

Life Insurance

Education Support

401(k) Plan

Parental Leave

Job summary

Pathstone, a growing wealth management firm, seeks a client advisory assistant to support the Client Advisory Team in service and daily operations. You will assist with preparing performance analyses, investment manager background, and client presentation materials.

Responsibilities include drafting instructions, applications, and agreements; coordinating with Capital Markets; and serving as a resource to accountants and managers. Strong communication and Excel skills are essential.

Qualifications

• Bachelor's degree required.
• 1–3+ years of experience in financial management.
• CFP track preferred but not required.
• Strong analytical, quantitative, problem-solving, and client service skills.
• Proactive, detail-oriented and time-sensitive.
• Strong verbal and written communication skills.
• Proficient with PC and Excel; good in Office suite.
• Comfort speaking with clients about money movement and account operations.
• Shows initiative, prioritizes tasks under pressure.
• Familiarity with investments including mutual funds and SMA/alternatives.
• Familiarity with AI productivity tools is preferred.

Responsibilities

• Support Client Advisory team in communicating and implementing client investment strategies.
• Prepare client documentation: letters of instruction, applications, agreements, and fund subscriptions; coordinate with Capital Markets Group.
• Serve as information liaison to accountants, banks, investment managers, and other professionals.
• Assist in quarterly reporting: reconcile and review client reports.

Skills

Analytical skills

Quantitative skills

Problem solving

Client service

Verbal communication

Written communication

Attention to detail

Time management

Education

Bachelor's degree

Tools

Excel

Microsoft Office

AI productivity tools

Job description

Pathstone, a growing wealth management firm, seeks a client advisory assistant to support the Client Advisory Team in service and daily operations. You will assist with preparing performance analyses, investment manager background, and client presentation materials.

Responsibilities include drafting instructions, applications, and agreements; coordinating with Capital Markets; and serving as a resource to accountants and managers. Strong communication and Excel skills are essential.