Associate, Client Transitions

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.

At Pathstone, we are in service of our clients’ preferred life, always. And in all ways. Client Transitions sits at one of the most consequential moments in a client relationship. New beginnings, complex changes, sensitive transitions, and loss. The Client Transitions Associate plays a central role in ensuring these moments are handled with clarity, precision, empathy, and forward momentum. This role is for someone who takes pride in doing hard operational work exceptionally well, while never losing sight of the human experience behind it.

The Client Transitions Associate plays a key role in supporting the successful execution of the firm’s centralized client transition programs across Pathstone, including onboarding, offboarding, and deceased client transitions, while helping ensure operational readiness throughout each engagement. As a member of the centralized Client Transitions team, this individual partners closely with Client Advisors and internal business partners to deliver a coordinated, efficient, and exceptional client transition experience across every stage of the client lifecycle.

This role offers broad exposure to client transition project management, operational execution, reporting readiness, data governance, workflow optimization, and process improvement. The Associate will help ensure transitions are executed accurately and efficiently while identifying opportunities to improve scalability through technology, automation, data analytics, and AI.

• Support the end-to-end execution of client transitions, including onboarding, offboarding, and deceased client engagements.
• Coordinate activities across Client Advisory and internal business partners to maintain project momentum and ensure timely completion of transition milestones.
• Track project milestones, dependencies, risks, and outstanding action items across multiple client transitions.
• Prepare, maintain, and organize transition documentation and project records.
• Escalate risks, issues, or delays that could impact transition timelines or the client experience.
• Gather, organize, validate, and maintain client and account information across multiple systems and platforms.
• Perform quality assurance reviews to ensure documentation is complete, accurate, and compliant with firm standards.
• Maintain data integrity throughout the client transition lifecycle.
• Support reporting readiness activities, including data validation, reconciliation, and quality assurance.
• Maintain operational dashboards, trackers, and reporting tools…