Wealth Management Client Advisory Associate

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

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