Client Advisory Operations Associate
Job in
Alexandria, Fairfax County, Virginia, 22350, USA
Listed on 2026-07-08
Listing for:
Pathstone
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Pathstone, a wealth management firm in Alexandria, Virginia, is seeking a client service support professional for its Client Advisory Team. This role involves assisting in client operations, managing documentation, and supporting quarterly reporting, emphasizing strong communication and analytical skills.
The ideal candidate will hold a bachelor's degree and possess a proactive attitude towards providing excellent client service. Pathstone offers a competitive pay range of $65,000 - $72,500 and a robust benefits package.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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