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About the Role
Pathstone's Client Advisory Associate Class is designed to accelerate the development of Associates as they begin their careers serving sophisticated families, family offices, and institutions. Through immersive learning, hands-on experiences, cross-functional collaboration, and relationship building, Associates gain a deeper understanding of how Pathstone delivers exceptional client service. This role is ideal for curious, collaborative, and growth-oriented individuals eager to develop advisory capabilities and deepen their understanding of the client experience.
Responsibilities
- Support client advisory teams in delivering exceptional client experiences and managing day-to-day operations.
- Complete account applications and prepare fund subscription documents.
- Maintain accounting and reporting records.
- Assist in the development of client presentation materials and special projects.
- Process money movements and execute trades within accounts in coordination with the Capital Markets Group.
- Manage task flow and record keeping within the firm's CRM for accurate and timely execution.
Requirements
- Bachelor's degree completed by summer 2027.
- Prior experience in financial management, specifically Client Operations and Administration, and past full-time office experience is a plus but not required for recent graduates.
- Basic understanding of investments including mutual funds, separately managed accounts, and alternative investments is preferred.
- Solid analytical, quantitative, problem-solving, and client service skills.
- Detail-oriented with the ability to handle time-sensitive issues.
- Strong Microsoft Office suite skills, particularly Excel.
- Positive attitude and initiative.
- Ability to prioritize tasks amidst competing demands.
- Engaged in learning and growing, motivated to take on new challenges.
- Strong verbal and written communication skills.
- Interest in learning how to use and optimize AI for day-to-day workflows creatively.
Skills
- Analytical skills
- Quantitative skills
- Problem-solving skills
- Client service skills
- Detail-orientation
- Time management
- Microsoft Office Suite (Excel)
- Communication skills (verbal and written)
- AI optimization
Location
- Austin, TX
Work Type
- Onsite
Experience Level
- Entry Level
Education Level
- Bachelor's Degree
Benefits
- Comprehensive medical, vision, and dental coverage
- Flexible spending options
- Flexible PTO
- Life insurance
- Education support
- 401(k) plan
- Parental leave
About the Company
- Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments.
- The firm's purpose is to help clients pursue their Preferred Life with clarity, confidence, and long-term support.
- Services include investment advisory, tax strategy, risk management, wealth and estate planning, philanthropic planning, and family governance.
- With over 20 office locations and $185 billion in client assets under management, Pathstone has experienced significant expansion.
- Pathstone is committed to making a difference for clients and fostering a supportive, purpose-driven environment.
- Team members are encouraged to pursue interests and contribute to the firm's culture.
Equal Opportunity
- Pathstone is proud to be an equal opportunity employer.
- Visa sponsorship is not provided for this position.