Senior Associate, Client Advisory

Senior Associate, Client Advisory

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. The team of four serves approximately two dozen core client families across the United States, with some clients located internationally.

Based in the Philly Metro area, this hybrid role offers the opportunity to provide meaningful support to clients through day-to-day collaboration and occasional travel to meet with them in person.

While client priorities and scheduled events may occasionally require flexibility outside of traditional business hours, the team values a healthy work-life balance and approaches client service with a collaborative, solutions-oriented mindset. We are looking for someone who is passionate about delivering exceptional service and is willing to go the extra mile when it matters most for our clients.

Key Responsibilities:

• Provide support to a Client Advisory Team in the communication and implementation of client investment strategies.
• Prepare and coordinate materials for formal client meetings, attending these meetings to provide support as needed.
• Participate in client events, including meals and other engagements (e.g. fundraisers).
• Prepare client documentation: 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 in related field is required (Business, Finance, Accounting, Economics).
• 1 3+ years of experience in the financial management industry is required. CFP is desired.
• 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.
• Comfort 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, as well as demonstrates the ability to prioritize tasks in the face of competing demands.
• Enjoys learning and growing and is motivated to take on new challenges.
• Excellent listening and relationship-building skills, with a genuine interest in traveling to meet clients and participating in events that foster meaningful connections.
• Basic understanding of investments including mutual funds, separately managed accounts, and alternatives.

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.