Associate, Client Advisory

Pathstone•Boulder, CO, CO

1d•$72,500 - $82,500•Hybrid

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 experience, cross-functional collaboration, and relationship building to build understanding of how Pathstone delivers exceptional client service. It is suited to 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 supports Pathstone’s Boulder, Colorado office and has a start date in summer 2027. Associates participate in an immersive, in-person learning experience, including a week of training and collaboration with peers from Pathstone offices across the country. The firm also offers ongoing professional development and support in pursuing 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. The firm has more than 20 office locations and over $185 billion in client assets under management, advisory, administration, and related services.

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 how 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; past full-time office experience is a plus but is 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 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 the process with the Capital Markets Group.
Manage task flow and record keeping in the firm’s CRM to support accurate and timely execution.