Client Advisory Operations Lead

Pathstone Welcomes Crestone Capital LLC in Austin, TX, is seeking a Client Advisory professional to support its operations and client service. The role includes handling client inquiries, preparing documentation, and providing assistance to the Client Advisory team. Ideal candidates hold a degree in finance or a related field with 4-7 years of experience in financial management.

This position emphasizes strong analytical and communication skills, along with proficiency in Microsoft Excel. Pathstone values diversity and is an equal opportunity employer.