About this role
Client Service Associate at Pathstone. Location: Boston, Massachusetts, United States. Role: managing relationships, processing onboarding, resolving issues Requirements: Bachelor's degree, 1+ years client relationship or account management experience, Series 65 required or must obtain within six months, strong communication and analytical skills, institutional investment knowledge. Category: Finance and Accounting Seniority: Entry Level Certifications: series 65 Commitment: Full Time Workplace: Hybrid Languages: English