Wealth Client Advisory Operations Associate
$65k - $72.5kPathstone
Pathstone, a wealth management firm in Potomac, MD, is seeking an individual to support the Client Advisory Team in providing exceptional service to clients. Responsibilities include assisting in the communication and implementation of client investment strategies, drafting necessary documents, and supporting the quarterly reporting process. Ideal candidates will possess a Bachelor's degree, strong analytical skills, and effective communication abilities. Competitive compensation is offered, with an expected starting salary between $65,000 and $72,500 annually. #J-18808-Ljbffr Pathstone
Vacancy posted 13 hours ago
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