Client Manager

Company: Pathstone
Location: Boston
Posted on: January 30, 2025

Job Description:

Company Description: Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families, single family offices, and foundations and endowments. Our comprehensive range of services and deep expertise goes far beyond investment advice. We provide tax planning and compliance, insurance and risk management, lifestyle management, wealth and estate planning, trust services, and philanthropy services. We have 20+ office locations and more than $100 Billion in Assets Under Advisement and Administration. The number of Pathstone team members has more than doubled in the past five years.As a Certified B Corporation, Pathstone seeks to make a difference in the lives of our clients and their families as well as to offer a positive and supportive work environment for our employees. Our team members are encouraged to pursue their passions by serving on committees and initiatives addressing topics of importance to our business. Our talented people are our greatest asset and therefore we offer a competitive, comprehensive, and flexible benefits program that helps meet the needs of our team members and their families. Pathstone's generous benefits include comprehensive medical, vision, and dental coverage, flexible spending, flexible PTO, life insurance, education support, 401k plan, parental leave, and more.This role supports the firm's Boston office.Key Purpose: The Client Manager will play a key role in providing support and leverage to the Client Service Lead in all manners of client service, daily operations, and ad hoc projects for our complex Ultra High Net Worth multi-generational families, single family office, and select institutional clients. The Client Manager will be responsible for the overall coordination, implementation, and completion of a variety of disparate services on behalf of the client. It is expected that this person will build trusted relationships both internally and externally to serve as a central point of contact. Being able to anticipate client needs, demonstrating proactivity, and offering solutions is a must.Due to the required expertise in all client operational matters, this role will serve as a mentor and resource to the Associate and Senior Associate groups on operational matters; such as account reconciliation, reporting, account opening/transfers, money movements, etc. Coordinating and managing workflow is an integral part of the job. Advisory positions are a career path lending to increased client engagements and complexity over time, while supporting Directors and Managing Directors across the firm.Qualifications: Bachelor's degree in related field (Business, Finance, Accounting, Economics) is preferred. CFP or CFA also preferred. Prior experience in the financial management industry of 4-7+ years is required. The ideal candidate will possess strong analytical, quantitative, problem-solving, and client service skills. Being detail-oriented and understanding time-sensitive issues are extremely important, along with having solid PC and Microsoft Office suite skills, particularly Excel. Being comfortable speaking with clients and their other professional relationships concerning money movement, account openings, trades within accounts, and basic daily operations is required. They will need to show a positive attitude and initiative in all aspects of the position, as well as demonstrate the ability to prioritize tasks in the face of competing demands. At the same time, they should enjoy learning and growing and be motivated to take on new challenges. Demonstrated direct client experience a must. Strong verbal and written communication skills are important to the role.Strong understanding of investments including mutual funds, separately managed accounts, and alternatives is preferred. Excellent interpersonal and communication skills (both verbal and written), including the ability to effectively communicate with team members at all levels and across departments.Job Responsibilities: In addition to the Key Purpose, the Client Manager will review letters of instruction, account applications, manager agreements and fund subscription documents, organize supporting documentation, and follow the process through in tandem with the firm's Capital Markets Group. Prepare materials for client meetings including power point decks. Oversee quarterly reporting process and write customized client letters as needed. Act as information provider to accountants, banks, investment managers and other professionals also supporting clients. Work in conjunction with the Client Service Lead and Client to develop and understand their individual goals and expectations. Strive to work independently on client related-concerns, answering questions is a key attribute of success. Within 6 to 18 months serve as lead advisor on smaller relationships.Pathstone is committed to creating a diverse environment and is proud to be an equal opportunity employer.
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Keywords: Pathstone, East Hartford , Client Manager, Accounting, Auditing , Boston, Connecticut