Client Advisory Assistant — Wealth Management & Ops
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Pathstone is a growing wealth management firm seeking a Client Operations Associate to support a Client Advisory Team and handle daily client service operations, performance analyses, and presentation materials. Responsibilities include drafting instructions, processing account paperwork with the Capital Markets Group, and acting as a liaison to accountants, banks, and investment managers. Bachelor’s degree required; strong analytical and client-service skills essential. #J-18808-Ljbffr Uncover
Vacancy posted 2 days ago
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