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Quality Associate I - Quality Compliance
Baxter Healthcare Corporation
Round Lake, IL
…a meaningful impact. We strive for efficient and effective operations, and we hold each other accountable for delivering exceptional…
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Quality Associate III
Baxter Healthcare Corporation
Round Lake, IL
…a meaningful impact. We strive for efficient and effective operations, and we hold each other accountable for delivering exceptional…
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Quality Associate II
Baxter Healthcare Corporation
Round Lake, IL
…a meaningful impact. We strive for efficient and effective operations, and we hold each other accountable for delivering exceptional…
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Platform Engineer, IT
True Anomaly
Denver, CO · Long Beach, CA
Generous time off: Flexible Time Off (FTO) for exempt employees, accrued PTO of up to 25 days for non-exempt employees, plus 12 paid holidays; Parental Leave; Sick Leave
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Senior Associate - Compliance
Rothera
Chicago, IL
- $100,000 to $130,000 USD / year
The Senior Associate, Compliance is an integral part of Rothera’s compliance function, supporting both the DCM and DCO entities in maintaining a robust, regulator-ready compliance program.…
Added 1 min ago
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Retail Part Time Store Associate
The ODP Group
Alexandria, VA
- Part-time
As a Part Time Retail Store Associate at Office Depot, your part-time role is vital to our continued success in today's retail landscape. You'll engage with customers in a friendly and…
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
Distribution Associate II
Catalent Pharma Solutions LLC
Kansas City, MO
We have an opportunity for a Distribution Associate II to join our team supporting clinical trial projects through accurate picking and packing of clinical site and depot shipments. This…
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 2 mins ago
Team Leader, C&B, Visual
Euromarket Designs, Inc.
United States
Required to spend significant time on the sales floor, interacting with customers, observing day to day operations, coaching, and helping whenever and wherever needed
Added 3 mins ago
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Patient Service Rep - Full-Time / Orland Park, IL
Advocate Health and Hospitals Corporation
Orland Park, IL
- Full-time
Note: Eligibility for programs listed above may depend on your FTE or status (e.g., full-time, part-time, per diem, temporary, etc.); please ask a Recruiter for more information during an…
Added 4 mins ago
SS
Nursery Associate (Part-Time)
Southern States Cooperative.
RICHMOND, VA
- Part-time
…attention including when assisting more than one patron at time, acknowledging they will be assisted soon if waiting, and thanking each one for their…
Added 4 mins ago
Air Force A10, Arms Control & CWMD Analyst, HQ USAFE - Ramstein, Germany
Noblis
Jefferson City, MO
_This is part of a proposal effort and is contingent on contract award_**
Added 4 mins ago
Business Development Manager - Global Facilities Architecture (Kansas City)
Burns & McDonnell
Kansas City, MO
…activities for engineering and construction consulting services. As part of the organizational structure and philosophy, gain new clients and penetrate existing markets through assessments…
Added 4 mins ago
Entry-level Lab Informatics & Scientific Systems Associate
Cognizant
Jefferson City, MO
+ A structured growth path - from support and operations into development, automation, and AI-driven innovation.
Added 4 mins ago
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(USA) Tire & Battery Technician - Automotive
Walmart
Saint Louis, MO
- $20 to $28 USD / hour
Live Better U is a company paid education benefit program for full-time and part-time associates in Walmart and Sam's Club facilities. Programs range from high school completion to…
Added 4 mins ago
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Warehouse Associate (Part-Time)
Southern States Cooperative.
Richmond, KY
- Part-time
Performs a variety of retail operations functions to ensure sales readiness and customer support at Southern States Cooperative, Inc. (SSC) service and cooperative locations. Job functions…
Added 4 mins ago
Warehouse Associate
Southern States Cooperative.
Eminence, KY
Join the Southern States team and help keep our warehouse, inventory, and customer operations running smoothly.
Added 4 mins ago
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Warehouse Associate (Part-Time)
Southern States Cooperative.
Hodgenville, KY
- Part-time
Performs a variety of retail operations functions to ensure sales readiness and customer support at Southern States Cooperative, Inc. (SSC) service and cooperative locations. Job functions…
Added 4 mins ago
SS
Warehouse Associate (Part-Time)
Southern States Cooperative.
Amelia, VA
- $14 to $15 USD / hour
- Part-time
As a Part-Time Warehouse Associate, you will play a key role in supporting daily retail and warehouse operations. This position is responsible for receiving and stocking merchandise,…
Added 5 mins ago
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Shipping & Receiving Technician
Wabtec Corporation
Kansas City, MO
- $21 USD / hour
You will be part of our Shipping and Receiving Materials Handling team, collaborating closely with buyers and production leaders to ensure the accurate and efficient movement of materials…
Added 7 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
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Operations Work Coordinator - St Paul
Xcel Energy Services Inc
St Paul, MN
- $29.4 to $41.13 USD / hour
…utilities, or scheduling specialized equipment associated with daily operations. Provide backup to other Operations Work Coordinator and/or Associate…
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…

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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