Client Advisory Operations Associate
Listed on 2026-10-17
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Finance & Banking
Financial Analyst, Business Administration
Pathstone is a growing wealth management firm serving ultra-high net worth families and institutions, with DC offices supporting client advisory operations. This role provides essential client service and daily operations support, including preparing performance analyses and investment manager background materials.
The position emphasizes analytical skills, strong communication, and a proactive, detail-oriented mindset, with opportunities to learn AI-driven workflows and contribute to client
Step into the Client Advisory Operations Associate role at Pathstone in Potomac, MD, United States and grow with us.
All applications are reviewed carefully by our team.
The position is based in Potomac, MD, United States.
This opportunity is part of our work in Finance, Management & Operations.
The advertised compensation is 65.000 - 73.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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