Associate, Client Advisory

Pathstone•Newtown Square, PA

1d•Hybrid

About The Position

The Client Advisory Associate role is part of Pathstone’s Associate Program, which is designed to accelerate the development of early-career professionals serving sophisticated families, family offices, and institutions. Associates build their advisory capabilities and understanding of the client experience through immersive learning, hands-on work, cross-functional collaboration, and relationship building. The Associate works closely with Client Advisory Teams to support day-to-day client relationships and deliver an exceptional client experience. The role includes account and fund subscription documentation, accounting and reporting maintenance, client presentation materials, special projects, money movements, and trade execution in coordination with the Capital Markets Group. Associates also manage task flow and records in the firm’s CRM to support accurate and timely execution. The position supports Pathstone’s Newtown Square, Pennsylvania office and is scheduled to start in summer 2027. Associates participate in an immersive, in-person learning program with colleagues from Pathstone offices across the country. The firm also offers internal professional development and support for pursuing certifications such as the CFP and CFA.

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 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; 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

Work with Client Advisory Teams to support the day-to-day operations of client relationships and deliver an exceptional client experience.
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 firm’s Capital Markets Group.
Manage task flow and record keeping in the firm’s CRM to ensure accurate and timely execution.
Participate in the Client Advisory Associate learning program and pursue professional development opportunities.