Associate, Client Advisory

Pathstone•Bellevue, WA

1d•$72,500 - $82,500•Hybrid

About The Position

The Client Advisory Associate supports Client Advisory Teams in delivering an exceptional client experience and managing the day-to-day operations of client relationships. The role includes completing account applications, preparing fund subscription documents, maintaining accounting and reporting records, assisting with client presentations and special projects, processing money movements, and executing trades in coordination with the firm's Capital Markets Group. The Associate also manages task flow and record keeping in the firm's CRM to help ensure accurate, timely execution. Pathstone's Client Advisory Associate Class is designed to accelerate career development through immersive learning, hands-on experience, cross-functional collaboration, and relationship building. Associates take part in an in-person learning experience with peers from offices across the country, including interactive training, live simulations, and opportunities to build relationships with colleagues and subject matter experts. The firm also offers professional development programs and support for pursuing certifications such as the CFP and CFA. This role supports Pathstone's Bellevue, Washington office and is scheduled to start in the summer of 2027.

Requirements

Bachelor's degree completed by the summer of 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, growing, and taking on new challenges.
Strong verbal and written communication skills.
Interest in learning to use and optimize AI creatively for day-to-day workflows.

Nice To Haves

Prior experience in the financial management industry, specifically Client Operations and Administration; prior full-time office experience is also a plus, but neither is required for recent graduates.
Basic understanding of investments, including mutual funds, separately managed accounts, and alternative investments.
Interest in pursuing professional certifications such as the CFP or CFA, for which the firm offers support.

Responsibilities

Work with Client Advisory Teams to support day-to-day client relationship operations and deliver an exceptional client experience.
Complete account applications and prepare fund subscription documents.
Maintain accounting and reporting records.
Assist with client presentation materials and special projects.
Partner with client teams to process money movements and execute trades, coordinating with the Capital Markets Group.
Manage task flow and record keeping in the firm's CRM to support accurate and timely execution.
Participate in learning and development activities, including the immersive in-person Associate learning experience.