Associate, Client Advisory

Pathstone•Alexandria, VA

1d•$72,500 - $82,500•Hybrid

About The Position

Pathstone’s Client Advisory Associate Class is designed to accelerate Associates’ development as they begin their careers serving sophisticated families, family offices, and institutions. The program combines immersive learning, hands-on experience, cross-functional collaboration, and relationship building to develop Associates’ understanding of how Pathstone delivers exceptional client service. Associates work closely with Client Advisory Teams to support day-to-day client relationship operations and deliver an exceptional client experience. The role includes completing account applications, preparing fund subscription documents, maintaining accounting and reporting, and assisting with client presentation materials and special projects. Associates also partner with client teams to process money movements and execute account trades, coordinating with the Capital Markets Group, and manage task flow and records in the firm’s CRM to support accurate, timely execution. The position supports Pathstone’s DC offices and is scheduled to start in summer 2027. Associates participate in internal professional development and may receive support pursuing certifications such as the CFP and CFA. The learning program includes an immersive, in-person week with peers from Pathstone offices across the country, featuring interactive training, live simulations, and cross-functional collaboration.

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.
Interest in learning and growing, and motivation to 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 experience in the financial management industry, specifically Client Operations and Administration, and prior full-time office experience; these are a plus but are not required for recent graduates.
Basic understanding of investments, including mutual funds, separately managed accounts, and alternative investments.

Responsibilities

Work with Client Advisory Teams to deliver an exceptional client experience and support the day-to-day operations of client relationships.
Complete account applications and prepare fund subscription documents.
Maintain accounting and reporting.
Assist with the development of client presentation materials and other 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 ensure accurate and timely execution.