Pathstone, a growing wealth management firm, seeks a Client Transitions Associate to support onboarding, offboarding, and deceased client transitions with clarity and empathy.
This hybrid role is based in Potomac, MD, Atlanta, GA, or Newtown Square, PA, and partners with Client Advisors and operations teams to ensure timely, accurate transitions.
You will leverage AI and data tools to improve processes, dashboards, and reporting while maintaining data integrity and service quality.
#J-18808-Ljbffr