Wealth Management Operations Associate

Pathstone; Potomac, Northern (MD, KY); Hybrid; USD 65,000 - 73,000; Full time

Job summary

Pathstone is seeking a Client Operations support role based in Potomac, MD to assist a Client Advisory Team with daily operations and client service. The role includes preparing performance analysis, investment manager background, and client presentation materials.

The ideal candidate has a Bachelor's degree and strong analytical, communication, and client-service skills. Experience in finance is helpful; AI-enabled workflows are encouraged. This position is on-site at our Potomac, MD office.

Qualifications

• Bachelor's degree is required.
• Experience in Client Operations and Administration is a plus, but not required for recent grads.
• Strong analytical, quantitative, problem-solving, and client service skills.
• Proactive, detail-oriented and understands time-sensitive issues.
• Strong verbal and written communication skills.
• Comfortable interacting with clients and other professionals about money movement and account openings.

Responsibilities

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

Skills

Analytical skills

Client service

Communication skills

Time management

Proactive / initiative

Detail-oriented

Education

Bachelor's degree

Tools

Microsoft Excel

Microsoft Office

Job description

Pathstone is seeking a Client Operations support role based in Potomac, MD to assist a Client Advisory Team with daily operations and client service. The role includes preparing performance analysis, investment manager background, and client presentation materials.

The ideal candidate has a Bachelor's degree and strong analytical, communication, and client-service skills. Experience in finance is helpful; AI-enabled workflows are encouraged. This position is on-site at our Potomac, MD office.