Description
Pathstone is hiring a Client Services Coordinator to support its Potomac, Maryland office. The role provides client service and daily operations support for a Client Advisory Team, including investment strategy implementation, client documentation, coordination with accountants and investment managers, and quarterly reporting reconciliation. The position requires a bachelor’s degree, 1–3+ years of financial management experience, strong analytical and communication skills, and familiarity with investments and Microsoft Office. Compensation is $74,000–$81,500 per year, with possible discretionary bonus eligibility, and the role is hybrid.
