Client Operations Specialist — Advisory
Listed on 2026-10-13
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Customer Service/HelpDesk
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator, Business Administration
Pathstone is hiring in Bellevue, WA for a Client Operations and Administrative role within the Client Advisory team. The position supports daily client service, back-office tasks, and special projects in a collaborative, diverse environment.
Qualified candidates have a Bachelor’s degree and 5+ years in financial services, with strong Excel skills, CRM experience, and discretion handling sensitive information. Opportunity to grow within a growing firm.
As a Client Operations Specialist — Advisory Support, you will play an important part at Pathstone in Bellevue, WA, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Client Operations Specialist — Advisory Support role in the description above.
We appreciate your interest in this position.
Join Pathstone and contribute to our ongoing work.
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