Associate, Client Advisory

Pathstone•Boston, MA

8d•$72,500 - $82,500

About The Position

The Associate, Client Advisory supports a Client Advisory Team with client service, daily operations, administrative duties, and special projects. Work may include preparing performance analysis, investment manager background information, and client presentation materials. The role supports the firm's Boston, Massachusetts office.

Requirements

Bachelor's degree required.
Strong analytical, quantitative, problem-solving, and client service skills.
Proactive and detail-oriented, with an understanding of time-sensitive issues.
Strong verbal and written communication skills.
Proficiency with a PC and Microsoft Office, particularly Excel.
Ability to prioritize tasks amid competing demands; positive attitude and initiative.
Basic understanding of investments, including mutual funds, separately managed accounts, and alternatives.
Interest in learning how to use and optimize AI creatively in day-to-day workflows.
Enjoys learning and growing and is motivated to take on new challenges.

Nice To Haves

Prior experience in the financial management industry, specifically Client Operations and Administration; past full-time office experience is a plus, but not required for recent graduates.
Comfort speaking with clients and their professional relationships about money movement, account openings, trades within accounts, and basic daily operations.

Responsibilities

Support a Client Advisory Team in communicating and implementing client investment strategies.
Draft letters of instruction; complete account applications, manager agreements, and fund subscription documents; organize supporting documentation; and follow the process in tandem with the firm's Capital Markets Group.
Provide information to accountants, banks, investment managers, and other professionals who support clients.
Assist with the quarterly reporting process, including reconciling and reviewing client reports.
Prepare performance analysis, investment manager background information, and client presentation materials as needed.
Perform client service, daily operations, administrative duties, and special projects.