Client Advisory Associate - Investments & Reporting
Job in
Bellevue, King County, Washington, 98009, USA
Listed on 2026-06-06
Listing for:
Pathstone
Full Time
position Listed on 2026-06-06
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Pathstone is hiring for a supportive role in their Bellevue, WA office. This position involves assisting the Client Advisory Team with client service and daily operations, preparing client presentations, and documentation. The ideal candidate will have a bachelor’s degree, 1-3 years in finance, and strong analytical skills.
Pathstone offers a competitive benefits program that includes medical coverage, PTO, education support, and a 401(k) plan, ensuring a balanced work-life environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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