Associate, Client Advisory

Bellevue WA Office
225 108th Ave NE
Suite 400
Bellevue, WA 98004, USA

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 $100 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 Bellevue, WA office.

Job Description: This position is a part of the Client Advisory team and provides assistance to this team in all manners of client service and daily operations, as well as administrative duties and special projects.

Qualifications: Bachelor’s degree. 5+ years of prior experience in Client Operations and/or Administration and past full-time office experience is required.

• Ability to instill a sense of trust and confidence
• Evidence of being a team player and supportive colleague with strong interpersonal skills
• Possess strong analytical, quantitative, problem-solving, client service, and verbal/written communication skills
• Detail-orientation and understanding of time-sensitive issues are extremely important
• Intermediate knowledge of PC and Microsoft Office suite skills, with an emphasis in Excel
• Excellent planning and organizational skills with ability to prioritize competing demands
• Present a positive attitude and demonstrate initiative in all aspects of the position
  
  Demonstrates and promotes integrity in an environment of mutual trust and respect
• Maintains the utmost discretion in working with sensitive and confidential information
• Basic understanding of investments including mutual funds, separately managed accounts, and alternatives is preferred
• Experience working with custodians such as Charles Schwab and Fidelity is a plus
• Comfort in speaking with clients and other professionals concerning money movement, account openings, trades within accounts, and basic daily operations is a plus
• Proficiency with Salesforce, or similar CRM is a plus

Job Responsibilities:

• Provide administrative support to the Client Advisory Team through preparation of custodian paperwork ranging from: opening client accounts, facilitating IRA distributions, setting up power of attorney, wiring money, etc.
• 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.
• Due to the required expertise in all client administrative matters, this role may serve as additional support in the quarterly reporting process, specifically in reconciling and otherwise reviewing client reports.
• Enjoy learning and growing and be motivated to take on new challenges.

Pay Transparency: P…