Associate, Client Advisory
- Location
- Conshohocken, PA · Hybrid
- Job type
- Full-time
- Level
- Entry level
- Education
- Bachelor's degree
- Listed
- 30 days ago
Skills & highlights for this role
- client operations
- investment accounts administration
- Microsoft Excel
Also useful
- mutual funds
- separately managed accounts
- alternatives
Stated benefits & perks
- Medical
- Dental
- Vision
- 401k
- Flexible pto
About the role
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.
Key Responsibilities
- Provide support to a Client Advisory Team in the communication and implementation of client investment strategies.
- 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.
Qualifications
- Bachelor's degree is required.
- Prior experience in the financial management industry, specifically Client Operations and Administration, and past full-time office experience is a plus, but not required for recent graduates.
- 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.
- Comfortable speaking with clients and their other professional relationships concerning money movement, account openings, trades within accounts, and basic daily operations is a plus.
- Shows a positive attitude and initiative in all aspects of the position and 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.
- Interest in learning how to use and optimize AI for day-to-day workflows in a creative manner.
Additional information
Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
Pathstone is proud to be an equal opportunity employer.
As you explore opportunities, know that Pathstone communicates with candidates exclusively through an @pathstone.com email address. We do not make unsolicited job offers, and we will never ask for personal or financial information through email or web forms. If you receive outreach that appears to be from Pathstone but originates from a different domain, please disregard it.
#LI-Hybrid
Company Description
Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life - with clarity, confidence, and long-term support across the full landscape of wealth and well-being.
Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance - helping clients navigate complexity and make informed decisions aligned with their goals.
With more than 20 office locations and over $185 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.
Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm's culture through committees and initiatives that help shape our shared mission.
Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work. Benefits include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more.
This role supports the firm's Conshohocken, PA office.
From Pathstone's careers page, first listed on Rolev.ai on October 10, 2026. Rolev.ai is not the employer.
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Common questions
Where is the Associate, Client Advisory job at Pathstone located?
This Associate, Client Advisory position at Pathstone is located in Conshohocken, PA (Hybrid). Always check Pathstone's application page for specific state eligibility or relocation policies.
What qualifications are required for Associate, Client Advisory at Pathstone?
For the Associate, Client Advisory role, Pathstone highlights a bachelor's degree; experience with client operations, investment accounts administration, Microsoft Excel. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.
How do I apply for the Associate, Client Advisory position at Pathstone?
This listing links directly to Pathstone's Greenhouse application page. You can apply directly on Pathstone's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Greenhouse application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.