Associate, Client Advisory

Pathstone•Boulder, CO

8h•$65,000 - $72,500

About The Position

Provide assistance to a Client Advisory Team in all manners of client service and daily operations, as well as administrative duties and special projects, which can include preparing performance analysis, investment manager background, and client presentation material.

Requirements

Bachelor's degree is required.
Enjoys learning and growing and is motivated to take on new challenges.
Possess strong analytical, quantitative, problem-solving, and client service skills.
Detail-oriented and understands time-sensitive issues.
Strong PC and Microsoft Office skills, particularly Excel.
Shows a positive attitude and initiative in all aspects of the position and demonstrates the ability to prioritize tasks in the face of competing demands.
Strong verbal and written communication skills.

Nice To Haves

Prior experience in the financial management industry, specifically Client Operations and Administration, and past full-time office experience is a plus, but not required for recent graduates.
Comfortable speaking with clients and their other professional relationships concerning money movement, account openings, trades within accounts, and basic daily operations is a plus.
Basic understanding of investments, including mutual funds, separately managed accounts, and alternatives, is preferred.

Responsibilities

Provide support to a Client Advisory Team in the communication and implementation of client investment strategies.
Draft letters of instruction, complete account applications, manager agreements, and fund subscription documents, organize supporting documentation, and follow the process through in tandem with the firm’s Capital Markets Group.
Act as information provider to accountants, banks, investment managers, and other professionals also supporting clients.
Due to the required expertise in all client operational matters, this role will serve as additional support in the quarterly reporting process, specifically in reconciling and otherwise reviewing client reports.