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Client Advisory Associate - Investments & Reporting

Pathstone

Pathstone is hiring for a supportive role in their Bellevue, WA office. This position involves assisting the Client Advisory Team with client service and daily operations, preparing client presentations, and documentation. The ideal candidate will have a bachelor’s degree, 1-3 years in finance, and strong analytical skills. Pathstone offers a competitive benefits program that includes medical coverage, PTO, education support, and a 401(k) plan, ensuring a balanced work-life environment. #J-18808-Ljbffr Pathstone

Vacancy posted 12 hours ago
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