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© All Rights Reserved. ApplyBlast.com
Pathstone
The Associate, Client Advisory role at Pathstone supports client relationships by managing account applications, fund subscriptions, and reporting maintenance while assisting with client presentations and special projects. The position involves processing money movements, executing trades, and maintaining accurate records within the firm's CRM system. This role offers professional development opportunities and prepares associates for future growth within the firm's client advisory practice.
Pathstone is a wealth advisory firm providing comprehensive financial planning and management services to individuals, families, family offices, and institutions. With over 775 team members and $185B+ in aggregate assets, the firm offers a broad range of capabilities including investment strategy, tax planning, estate and trust planning, philanthropy, and family governance. Pathstone serves as a fiduciary partner, helping clients navigate complex, multigenerational wealth to achieve their preferred life.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Pathstone.
Pathstone didn’t post a salary, so this is our estimate from similar listings.