Pathstone
A wealth management firm is looking for an Associate in Bellevue, WA to support Client Advisory services. This role requires strong analytical and interpersonal skills, and at least 5 years of experience in client operations or administration. Responsibilities include preparing custodian paperwork, client account management, and acting as a liaison with accountants and banks. The firm offers a competitive salary range of $65,000 - $72,500, along with comprehensive benefits.
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