Wealth Management Client Advisory Associate
Job in
Potomac, Montgomery County, Maryland, 20854, USA
Listed on 2026-08-14
Listing for:
Pathstone
Full Time
position Listed on 2026-08-14
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Pathstone, a growing wealth management firm, seeks a detail-oriented Client Advisory Assistant to support the Client Advisory Team with daily operations, performance materials, and client communications. You will draft, organize, and process account-related documents and collaborate with the Capital Markets Group for timely, accurate deliverables.
The role emphasizes analytical thinking, client service excellence, and effective collaboration across professionals to ensure smooth investment
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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