Senior Associate, Client Transitions

Pathstone•Potomac, MD

About The Position

At Pathstone, we are in service of our clients’ preferred life, always. And in all ways. Client Transitions sits at one of the most consequential moments in a client relationship. New beginnings, complex changes, sensitive transitions, and loss. The Client Transitions Senior Associate plays a central role in ensuring these moments are handled with clarity, precision, empathy, and forward momentum. This role is for someone who takes pride in doing hard operational work exceptionally well, while never losing sight of the human experience behind it. The Client Transitions Senior Associate is a hands-on operational support role responsible for coordinating and supporting client onboarding, offboarding, and transition workflows across multiple internal service lines. This role supports the day-to-day execution of transition work by helping maintain timelines, preparing documentation, coordinating meetings, tracking action items, and supporting communication across stakeholders. The Senior Associate is expected to execute with consistency, attention to detail, operational discipline, and a strong service mindset. This role requires strong organizational skills, adaptability, and the ability to manage multiple concurrent priorities in a fast-paced financial services environment. This is a delivery-focused operational support role grounded in financial services operations. The Senior Associate is expected to support the execution and coordination of client transitions with consistency, organization, attention to detail, and strong follow-through.

Requirements

Bachelor’s degree in Business Administration, Finance, Accounting, Economics, or a related field is required.
Direct financial services operations experience is required.
Minimum 2-3 years’ experience in financial services operations, client service operations, or a related role is required.
Hands-on exposure to account openings, custodian workflows, and back-office processes.
Comfort operating in fast paced, high volume environments.
Strong prioritization and organizational discipline.
Clear and thoughtful written and verbal communicator.

Responsibilities

Coordinate onboarding and transition calls, including agenda preparation, scheduling support, meeting documentation, action item tracking, and follow-up communication.
Identify, communicate, and escalate surface blockers proactively to support timely resolution.
Help maintain project momentum while partnering appropriately with subject matter experts across service lines.
Maintain accurate onboarding and transition documentation, timelines, and status updates across active workflows.
Support the preparation and distribution of post-call summaries, action items, and transition-related communications.
Execute operational and transactional workflows associated with client offboardings, including account closure coordination and custodial processing activities.
Understand the lifecycle of investment accounts, private investments, and supporting legal requirements.
Navigate internal systems such as Salesforce and reporting platforms to track readiness and approvals.
Apply Client Transitions frameworks and best practices consistently.
Maintain high standards for preparedness, communication, and follow through.
Identify recurring friction points and contribute ideas to improve workflows and tools.