Client Advisory Associate - Wealth Strategy & Ops
Pathstone
Pathstone is seeking a Client Operations professional for its Boston, MA office to assist a Client Advisory Team in daily operations and client service. You will help prepare performance analyses, background on investment managers, and client presentations. The role requires strong analytical, communication, and Excel skills, with a proactive, detail-oriented mindset. Opportunities include exposure to money movements, onboarding, and AI-enabled workflows. #J-18808-Ljbffr Pathstone
Vacancy posted 2 days ago
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