Jobs in the United States

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Added 1 min ago
Premier Service Desk Associate
Konica Minolta Business Solutions, U.S.A., Inc.
Phoenix, AZ
Konica Minolta currently has an exciting opportunity for a GCS Premier Service Desk Associate! This role reports directly to the Global Client Services organization and supports strategic…
Added 1 min ago
Performance Marketing Lead
Clients Blackbox, Inc.
Remote, United States
You'll report to the Associate Director of Operations and be directly accountable for client performance, relationships, and retention.
Added 1 min ago
Paid Social Manager
Clients Blackbox, Inc.
Remote, United States
You'll report to the Associate Director of Operations and be directly accountable for client results, relationships, and retention.
Added 1 min ago
Paid Media Specialist
Clients Blackbox, Inc.
Remote, United States
You'll report to the Associate Director of Operations and be directly accountable for client results, relationships, and retention.
Added 1 min ago
Paid Media Lead
Clients Blackbox, Inc.
Remote, United States
You'll report to the Associate Director of Operations and be directly accountable for client performance, relationships, and retention.
Added 1 min ago
TO
Retail Part Time Store Associate
The ODP Group
Alexandria, VA
- Part-time
As a Store Associate, you will actively connect with customers, addressing their needs by recommending the right products, services, and solutions to enhance their experience. Through…
Added 2 mins ago
CP
Materials Control Associate III
Catalent Pharma Solutions LLC
Harmans, MD
- $26.44 to $31.25 USD / hour
We have an opportunity for a Material Control Associate III to join our team. In this role, you will support GMP materials control and warehousing operations for a Phase II/III biopharma…
Added 2 mins ago
CP
Associate II, Materials Control
Catalent Pharma Solutions LLC
Harmans, MD
- $21.63 to $26.44 USD / hour
We have an opportunity for a Material Control Associate II to join our team. In this role, you will support GMP materials control and warehousing operations for a Phase II/III biopharma…
Added 4 mins ago
Business Development Manager - Global Facilities Architecture (Kansas City)
Burns & McDonnell
Kansas City, MO
+ Increase customer awareness of the capabilities within Burns & McDonnell Engineering by continually contacting new clients and maintaining existing client relations.
Added 6 mins ago
Practice Administrator - Anesthesiology - St. Mary Medical Center - Langhorne
Vituity
Langhorne, PA
As a Practice Administrator, you play a vital role in our mission to improve lives. Provide direct, business operations support to our medical directors, site physician partners, advanced…
Added 8 mins ago
Associate, Client Advisory
Pathstone
Winter Park, FL
Job Description: In this role, the Associate will work closely with Client Advisory Teams to help deliver an exceptional client experience and support the day-to-day operations of client…
Added 8 mins ago
Associate, Client Advisory
Pathstone
Bellevue, WA
Job Description: In this role, the Associate will work closely with Client Advisory Teams to help deliver an exceptional client experience and support the day-to-day operations of client…
Added 8 mins ago
Associate, Client Advisory
Pathstone
Newtown Square, PA
Job Description: In this role, the Associate will work closely with Client Advisory Teams to help deliver an exceptional client experience and support the day-to-day operations of client…
Added 8 mins ago
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Associate, Client Advisory
Pathstone
Boulder, CO
- $72,500 to $82,500 USD / year
Job Description: In this role, the Associate will work closely with Client Advisory Teams to help deliver an exceptional client experience and support the day-to-day operations of client…
Added 8 mins ago
Associate, Client Advisory
Pathstone
Alexandria, VA · Potomac, MD
Job Description: In this role, the Associate will work closely with Client Advisory Teams to help deliver an exceptional client experience and support the day-to-day operations of client…
Added 8 mins ago
Associate, Client Advisory
Pathstone
Austin, TX
Job Description: In this role, the Associate will work closely with Client Advisory Teams to help deliver an exceptional client experience and support the day-to-day operations of client…
Added 9 mins ago
SR
Associate, Healthcare Revenue Cycle Specialist – Disputes, Claims & Investigations
Stout Risius Ross, LLC
Washington, DC · Chicago, IL · Philadelphia, PA · NY
- $74,000 to $135,000 USD / year
At Stout, we’re dedicated to exceeding expectations in all we do – we call it Relentless Excellence ®. Both our client service and culture are second to none, stemming from our firmwide…
Added 10 mins ago
T
Lead SDET
TEKsystems
Hanover, MD
- $113,100 to $169,700 USD / year
…growth through technology, strategy, design, execution and operations with a customer-first mindset for bold business leaders. We deliver cloud, data and customer experience solutions. Our…
Added 10 mins ago
P&C Actuary Consulting Senior Manager
Deloitte
Kansas City, MO
+ Leading client engagements involving property and casualty (P&C) reserve analyses, including Statements of Actuarial Opinion, pricing, and financial modeling.
Added 10 mins ago
P&C Actuary Consulting Senior Manager
Deloitte
Saint Louis, MO
+ Leading client engagements involving property and casualty (P&C) reserve analyses, including Statements of Actuarial Opinion, pricing, and financial modeling.
Added 14 mins ago
Cloud Onboarding Manager 2
Experis USA
Redmond, WA
Our client, a high-growth, AI-powered global sales organization is seeking a Cloud Onboarding Manager 2 to join their team. As a Cloud Onboarding Manager 2, you will be part of the Copilot…
Added 15 mins ago
LI
Enhanced Shelter Case Manager
Low Income Housing Institute
Seattle, WA
- $29.2 to $34.61 USD / hour
Maintain updated information tools for client use in accessing community resources.
Added 15 mins ago
LI
Enhanced Shelter Case Manager
Low Income Housing Institute
Seattle, WA
- $29.2 to $34.61 USD / hour
Maintain updated information tools for client use in accessing community resources.
Added 17 mins ago
RU
CLIENT SERVICE ADMIN
Randstad USA
Remote, United States
- $20 to $24 USD / hour
…with data, managing administrative tasks, and supporting daily operations, we encourage you to…
Added 17 mins ago
Project Manager - Data Center - North Cal
E Tech Group
Sacramento, CA
…milestones on schedule and under budget. Work closely with the Operations group to ensure that the right resources are assigned to the project at the optimal time. Communicate project…

Pathstone

Associate, Client Advisory

Alexandria, VA, United States
Potomac, MD, United States

Pay Transparency & Benefits: The expected base salary range for this position is $72,500 to $82,500 per year.

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Job details

Pay: Pay Transparency & Benefits: The expected base salary range for this position is $72,500 to $82,500 per year.
Education: Bachelor’s degree
Posting language: English
Posted: Nov 5, 2026

Original job description

Pathstone Associate Program: A Client Advisory Career Path!

Pathstone's Client Advisory Associate Class is designed to accelerate the development of Associates as they begin their careers serving some of the most sophisticated families, family offices, and institutions in the industry. Through a combination of immersive learning, hands-on experiences, cross-functional collaboration, and relationship building, Advisory Associates gain a deeper understanding of how Pathstone delivers exceptional client service.

This job is ideal for curious, collaborative, and growth-oriented individuals who are eager to develop their advisory capabilities, deepen their understanding of the client experience, and contribute to Pathstone's culture of excellence, accompaniment, and continuous learning.

Job Description: In this role, the Associate will work closely with Client Advisory Teams to help deliver an exceptional client experience and support the day-to-day operations of client relationships. Responsibilities include completing account applications, preparing fund subscription documents, accounting and reporting maintenance, and assisting in the development of client presentation materials and other special projects.

The Associate will also partner with client teams to process money movements and execute trades within accounts, while following the process through in tandem with the firm’s Capital Markets Group. In addition, they play an important role in managing task flow and record keeping inside our firm’s CRM, ensuring we have accurate and timely execution.

Through the evolution of an Associate’s career path, there will be opportunities for further professional development through internal programs at the firm and support in pursuing professional certifications such as the CFP and CFA.

This role supports the firm’s DC offices with a start date in the summer of 2027.

Learning Program: At Pathstone, we are committed to helping our team members grow and thrive throughout their careers. Through a variety of learning and development opportunities, we equip Associates with the skills, knowledge, and experiences needed to deliver an exceptional client experience, contribute to our collaborative culture, and prepare for future opportunities within the firm.

As part of this commitment, Client Advisory Associates participate in an immersive, in-person learning experience, spending a week collaborating and learning alongside peers from Pathstone offices across the country. Through interactive training sessions, live simulations, and cross-functional collaboration, Associates strengthen their understanding of core roles and responsibilities and develop meaningful relationships with colleagues and subject matter experts across the firm.

Qualifications:

Bachelor’s degree completed by the summer of 2027 is required.
Prior experience in the financial management industry, specifically Client Operations and Administration, and past full-time office experience is a plus, but not required for recent graduates.
Basic understanding of investments including mutual funds, separately managed accounts, and alternative investments is preferred.
Solid analytical, quantitative, problem-solving, and client service skills.
Detail-oriented and ability to handle time-sensitive issues.
Strong Microsoft Office suite skills, particularly Excel.
A positive attitude and initiative in all aspects of the position.
The ability to prioritize tasks in the face of competing demands.
Engaged in learning and growing, and motivated to take on new challenges.
Strong verbal and written communication skills.
Interested in learning how to use and optimize AI for day-to-day workflows in a creative manner.

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 $185 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.

Pay Transparency & Benefits: The expected base salary range for this position is $72,500 to $82,500 per year. The actual base salary offered will be determined based on job-related factors, which may include experience, education, skills, qualifications, training, and geographic location. The successful candidate may also be eligible for a discretionary bonus.

Our people are our greatest asset and we offer a competitive and comprehensive benefits program that includes medical, dental, and vision coverage; flexible spending options; flexible paid time off; life insurance; education support; a 401(k) plan; parental leave; and other benefits. Eligibility and specific benefits provisions are subject to the terms of the applicable plans and company policies.

Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

Pathstone is proud to be an equal opportunity employer.

As you explore opportunities, know that Pathstone communicates with candidates exclusively through an @pathstone.com email address. We do not make unsolicited job offers, and we will never ask for personal or financial information through email or web forms. If you receive outreach that appears to be from Pathstone but originates from a different domain, please disregard it.

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More about this job

Skills

Reporting
Record keeping
CFA
Collaboration
Financial management
Problem solving
Microsoft Office
Microsoft Excel
Prioritization
Communication skills

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