Pathstone is looking for a Client Advisory professional to support their Austin, TX office. The successful candidate will be the first point of contact for client inquiries and will assist in the communication and implementation of investment strategies. A Bachelor’s degree in a related field and 4–7+ years of experience in financial management are required.
This role demands strong analytical and problem-solving skills, as well as the ability to communicate effectively with clients and other professionals. Pathstone offers a competitive benefits program supporting both work and life outside of work.
#J-18808-Ljbffr