Financial Services, Wealth Management, Investment Advisory

Associate, Client Advisory

Conshohocken, PAHybridFull TimePosted 28 days ago

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Required skills

Excel
Microsoft Office suite
Client investment strategies
Letters of instruction
Account applications
Manager agreements
Fund subscription documents
Client reports
Investments
Mutual funds

Nice to have

Financial management industry
Client Operations
Client Administration
Full-time office experience

Role summary

Pathstone, a growing wealth management firm, seeks an Associate, Client Advisory for its Conshohocken, PA office. This role supports a Client Advisory Team with client service, daily operations, administrative duties, and special projects like performance analysis and presentation material preparation. Key responsibilities include assisting with investment strategy implementation, drafting client documents, liaising with external professionals, and reviewing client reports. The ideal candidate has a Bachelor's degree, strong analytical, quantitative, problem-solving, and client service skills, proficiency in Microsoft Office (especially Excel), and a basic understanding of investments. Prior financial industry experience and interest in AI for workflow optimization are a plus.

Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life — with clarity, confidence, and long-term support across the full landscape of wealth and well-being.

Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance — helping clients navigate complexity and make informed decisions aligned with their goals.

With more than 20 office locations and over $185 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.

Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm’s culture through committees and initiatives that help shape our shared mission.

Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work. Benefits include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more.

This role supports the firm’s Conshohocken, PA office.

Job Description: 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.

Key Responsibilities:

Provide support to a Client Advisory Team in the communication and implementation of client investment strategies.

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 is required.

Prior experience in the financial management industry, specifically Client Operations and Administration, and past full-time office experience is a plus, but not required for recent graduates.

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.

Comfortable 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 and demonstrates the ability to prioritize tasks in the face of competing demands.

Enjoys learning and growing and is motivated to take on new challenges.

Basic understanding of investments, including mutual funds, separately managed accounts, and alternatives.

Interest in learning how to use and optimize AI for day-to-day workflows in a creative manner.

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.

As you explore opportunities, know that Pathstone communicates with candidates exclusively through an @pathstone.com email address. We do not make unsolicited job offers, and we will never ask for personal or financial information through email or web forms. If you receive outreach that appears to be from Pathstone but originates from a different domain, please disregard it.

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Associate, Client Advisory

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Required skills

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