Senior Associate, Client Advisory

Pathstone•Bellevue, WA

2d•$75,000 - $85,000

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 in related field is required (Business, Finance, Accounting, Economics).
1 – 3+ years of experience in the financial management industry is required.
Strong analytical, quantitative, problem-solving, and client service skills.
Proactive, detail-oriented and understands time-sensitive issues.
Strong verbal and written communication skills.
Skill with PC and Microsoft Office suite, particularly Excel.
Shows a positive attitude and initiative in all aspects of the position, as well as demonstrates the ability to prioritize tasks in the face of competing demands.
Enjoys learning and growing and is motivated to take on new challenges.
Basic understanding of investments including mutual funds, separately managed accounts, and alternatives.

Nice To Haves

CFP is preferred.
Comfort speaking with clients and their other professional relationships concerning money movement, account openings, trades within accounts, and basic daily operations is a plus.

Responsibilities

Provide support to a Client Advisory team in the communication and implementation of client investment strategies.
Prepare client documentation: 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.
Provide additional support in the quarterly reporting process, specifically in reconciling and otherwise reviewing client reports.