Senior Associate, Client Advisory

Pathstone
Boston, MA
Category Customer Service
Job Description
Pathstone is a growing wealth management firm seeking a Senior Associate, Client Advisory to support a high-profile team of experienced Advisors serving ultra-high-net-worth families. The role will involve leading new client account openings, coordinating online access, and communicating directly with clients and their external advisors regarding money movement, account activity, and daily operational matters.

Requirements

  • Minimum of one to three years of prior experience in investment operations, private fund administration, wealth management, or client service operations
  • Familiarity with private fund subscriptions, AML/KYC requirements, and transaction processing
  • Strong proficiency in Microsoft Office, particularly Excel. Salesforce experience would be helpful
  • Bachelor’s degree in related field

Benefits

  • Comprehensive medical, vision, and dental coverage
  • Flexible spending options
  • Flexible PTO
  • Life insurance
  • Education support
  • 401(k) plan
  • Parental leave
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