Associate, Client Advisory

Pathstone • Bellevue, WA

1d • $65,000 - $72,500

About The Position

This position is a part of the Client Advisory team and provides assistance to this team in all manners of client service and daily operations, as well as administrative duties and special projects.

Requirements

• Bachelor’s degree.
• 5+ years of prior experience in Client Operations and/or Administration and past full-time office experience is required.
• Ability to instill a sense of trust and confidence
• Evidence of being a team player and supportive colleague with strong interpersonal skills
• Possess strong analytical, quantitative, problem-solving, client service, and verbal/written communication skills
• Detail-orientation and understanding of time-sensitive issues are extremely important
• Intermediate knowledge of PC and Microsoft Office suite skills, with an emphasis in Excel
• Excellent planning and organizational skills with ability to prioritize competing demands
• Present a positive attitude and demonstrate initiative in all aspects of the position
• Demonstrates and promotes integrity in an environment of mutual trust and respect
• Maintains the utmost discretion in working with sensitive and confidential information

Nice To Haves

• Basic understanding of investments including mutual funds, separately managed accounts, and alternatives is preferred
• Experience working with custodians such as Charles Schwab and Fidelity is a plus
• Comfort in speaking with clients and other professionals concerning money movement, account openings, trades within accounts, and basic daily operations is a plus
• Proficiency with Salesforce, or similar CRM is a plus

Responsibilities

• Provide administrative support to the Client Advisory Team through preparation of custodian paperwork ranging from: opening client accounts, facilitating IRA distributions, setting up power of attorney, wiring money, etc.
• 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 administrative matters, this role may serve as additional support in the quarterly reporting process, specifically in reconciling and otherwise reviewing client reports.
• Enjoy learning and growing and be motivated to take on new challenges.

Benefits

• Pathstone’s generous benefits include comprehensive medical, vision, and dental coverage, flexible spending, flexible PTO, life insurance, education support, 401k plan, parental leave, and more.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level