Associate, Client Advisory

Pathstone•Austin, TX

1d•Onsite

About The Position

Pathstone's Client Advisory Associate Class is designed to accelerate Associates’ development as they begin careers serving sophisticated families, family offices, and institutions. The program combines immersive learning, hands-on experiences, cross-functional collaboration, and relationship building to deepen Associates’ understanding of how Pathstone delivers exceptional client service. It is intended for curious, collaborative, growth-oriented individuals who want to develop advisory capabilities, understand the client experience, and contribute to a culture of excellence, accompaniment, and continuous learning. The Associate works closely with Client Advisory Teams to deliver an exceptional client experience and support the day-to-day operations of client relationships. The role includes account applications, fund subscription documents, accounting and reporting maintenance, client presentation materials, special projects, money movements, and account trades. Associates partner with client teams and the Capital Markets Group to carry out these activities and manage task flow and record keeping in the firm’s CRM. The role supports Pathstone’s Austin, Texas office and is scheduled to start in summer 2027. Associates participate in professional development opportunities, including an immersive, in-person week of training and collaboration with peers from Pathstone offices across the country. The firm also supports the pursuit of professional certifications such as the CFP and CFA. Pathstone is a wealth management firm serving ultra-high-net-worth families, single-family offices, foundations, and endowments. Its services include investment advisory and integrated planning and coordination across tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance. Pathstone has more than 20 office locations and over $185 billion in client assets under management, advisory, administration, and related services. The firm is an equal opportunity employer and does not 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.
Interest in learning and growing, with motivation to take on new challenges.
Strong verbal and written communication skills.
Interest in learning how to use and optimize AI creatively in day-to-day workflows.

Nice To Haves

Prior experience in the financial management industry, specifically in Client Operations and Administration.
Previous full-time office experience; this is 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 support exceptional client service and the day-to-day operations of client relationships.
Complete account applications and prepare fund subscription documents.
Maintain accounting and reporting information.
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 maintain accurate, timely records in the firm’s CRM.