Client Advisory Operations Lead
Job in
Austin, Travis County, Texas, 78716, USA
Listed on 2026-09-03
Listing for:
Pathstone Welcomes Crestone Capital LLC
Full Time
position Listed on 2026-09-03
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst, Financial Compliance
Job Description & How to Apply Below
Pathstone Welcomes Crestone Capital LLC in Austin, TX, is seeking a Client Advisory professional to support its operations and client service. The role includes handling client inquiries, preparing documentation, and providing assistance to the Client Advisory team. Ideal candidates hold a degree in finance or a related field with 4-7 years of experience in financial management.
This position emphasizes strong analytical and communication skills, along with proficiency in Microsoft Excel. Pathstone values diversity and is an equal opportunity employer.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×