Associate, Client Advisory

Pathstone•Winter Park, FL

1d•Onsite

About The Position

Pathstone’s Client Advisory Associate Class is designed to accelerate the development of Associates as they begin their careers serving sophisticated families, family offices, and institutions. Through immersive learning, hands-on experience, cross-functional collaboration, and relationship building, Associates develop an understanding of how Pathstone delivers client service. The role is suited to curious, collaborative, growth-oriented individuals who want to develop advisory capabilities, deepen their understanding of the client experience, and contribute to the firm’s culture of excellence, accompaniment, and continuous learning. Associates work closely with Client Advisory Teams to deliver a strong client experience and support day-to-day client relationship operations. The role also offers professional development through internal programs and support for pursuing certifications such as the CFP and CFA. The position supports Pathstone’s Winter Park, Florida office, with a summer 2027 start date. Client Advisory Associates take part in an immersive, in-person learning experience, including a week of collaboration and learning with peers from Pathstone offices across the country. Interactive training, live simulations, and cross-functional collaboration help Associates understand core responsibilities and build relationships with colleagues and subject matter experts. Pathstone is a wealth management firm serving ultra-high-net-worth families, single-family offices, foundations, and endowments. Its services include investment advisory and coordination across areas such as tax strategy, risk management, wealth and estate planning, philanthropy, and family governance. The firm has more than 20 office locations and over $185 billion in client assets under management, advisory, administration, and related services. Pathstone offers a competitive, flexible benefits program. The company cannot provide visa sponsorship for this position.

Requirements

Bachelor’s degree completed by summer 2027.
Solid analytical, quantitative, problem-solving, and client service skills.
Attention to detail and ability to handle time-sensitive issues.
Strong Microsoft Office skills, particularly Excel.
Positive attitude and initiative.
Ability to prioritize tasks amid competing demands.
Motivation to learn, grow, and take on new challenges.
Strong verbal and written communication skills.
Interest in learning to use and optimize AI creatively in day-to-day workflows.

Nice To Haves

Prior financial management industry experience, specifically in Client Operations and Administration, and past full-time office experience; not required for recent graduates.
Basic understanding of investments, including mutual funds, separately managed accounts, and alternative investments.

Responsibilities

Complete account applications and prepare fund subscription documents.
Maintain accounting and reporting records.
Assist with developing client presentation materials and completing special projects.
Partner with client teams to process money movements and execute trades within accounts, coordinating with the Capital Markets Group.
Manage task flow and record keeping in the firm’s CRM to support accurate and timely execution.