Freestone Capital Management

Lead client onboarding, manage client service operations, mentor associates, and improve processes to ensure excellent client experiences. | Bachelor's degree or equivalent experience, 4+ years in financial services client service, Series 65 or ability to obtain, strong organizational and communication skills. | Who We Are At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 25-year history of consistent growth and success, we are an independent wealth and asset management firm with over $13 billion in assets under advisement. Headquartered in Washington, with a team of over 115 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning. About the Role We are adding an experienced Senior Client Service Associate to our team! This role is ideal if you are passionate about client service, operations, and project management in the financial services industry. Freestone is committed to your professional development and offers a path for career advancement within the organization. Key Responsibilities: • Client Service & Operations Excellence: Exhibit mastery of client service operations, ensuring the smooth execution of processes related to client portfolios, account management, and project oversight • Onboarding & Implementation: Lead the new client onboarding process, managing the implementation of accounts and services, and ensuring all related actions are completed with precision • Relationship Management: Develop and nurture strong, long-term relationships with clients by providing high-touch service and proactively addressing their needs. Independently handle non-Advisor-related inquiries, including administrative support, and money movements • Mentorship & Leadership: Serve as a trusted mentor to new Associates, leading training initiatives and fostering professional growth within the team • Collaboration & Process Improvement: Spearhead and participate in a collaborative group with your peers to regularly review and discuss topics related to client communication, streamlining processes, and promoting best practices Qualifications & Skills: • Bachelor's degree (or substantial financial services experience) • Series 65 (or equivalent) or ability to obtain upon hire within 6 months • 4+ years of client service experience in the financial services industry • Ability to handle confidential information with discretion and integrity • Proven ability to manage multiple client service functions, demonstrating strong organizational and project management skills • Exceptional communication and interpersonal skills, with a passion for building relationships and delivering outstanding client experiences • Experience mentoring, coaching, and training team members to enhance knowledge and performance • A proactive mindset with a focus on continuous improvement and collaboration • Excellent skills in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) • Knowledge of Tamarac Reporting System and Schwab Advisor Center are a plus Why Join Us? • The expected base salary for this position is $110,000 - $125,000 depending on experience and skill set. In addition, the position is eligible for a discretionary bonus based on company and individual performance • Comprehensive benefits, including medical, dental, vision, and prescription coverage, 401(k) matching, life and disability insurance, parental leave, and flex spending • Generous paid time off-17 days of vacation, plus 10 paid holidays, Summer Fridays • Meal perks, company events, team celebrations, and more • A collaborative, fun, and supportive culture where you're encouraged to innovate and grow Our Core Values • Commitment: You bring passion, integrity, and energy to everything you do • Collaboration: Working together makes us stronger, smarter, and more innovative • Continuous Improvement: We're all about growth-both for our clients and ourselves Freestone is an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law. We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. For information about our privacy practices, including disclosures for California residents, please see our Privacy Notices.

Provide high-level client service and operational support to advisors, manage account-related tasks, generate reports, and support projects within a financial services firm. | Bachelor’s degree or substantial financial services experience, 0-2 years client service experience in financial services, Series 65 license or ability to obtain, strong attention to detail, communication, and client-first mindset. | Who We Are  At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 25-year history of consistent growth and success, we are an independent wealth and asset management firm with over $12 billion in assets under advisement. Headquartered in Washington, with a team of over 115 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning.  About The Role We are seeking a detail-oriented client services professional to join our team. This role is ideal for an early career professional who excels in client service, operations, and project management within the financial services industry. Freestone is committed to professional development and offers a path for career advancement within the organization. In this role, you will foster strong client relationships and provide high-level operational and administrative support to advisors and team members. This is an exciting opportunity to be a part of a growing and fast-paced firm dedicated to excellence in wealth management. The ideal candidate has 0-2 years of client service experience in the financial services industry and has or is willing to obtain the Series 65 license. Key Responsibilities • Client Account & Service Excellence: Act as a trusted resource for the broader Client Service team and advisors to ensure smooth and accurate account operations service • Additional Operational & Administrative Support: Provide direct support to the Client Service team by providing coverage during leaves of absence, turnover, or high-volume periods  • Technical Mastery & Autonomy: Develop deep expertise in our internal account management systems to independently:  • Generate and analyze ad hoc reports  • Prepare comprehensive meeting materials  • Process trade tickets and execute transactions seamlessly  • Manage account-related tasks (cash movement, wires, journals, etc.) with minimal supervision   • Project Support: Ad hoc projects for the broader Client Service team Qualifications & Skills • Bachelor’s degree (or substantial financial services experience) • Series 65 (or equivalent) or ability to obtain upon hire is preferred • 0-2 years of experience in a client service role within financial services • Exceptional attention to detail and ability to manage multiple priorities in a fast-paced setting • Strong interpersonal and communication skills, with a client-first mindset • A proactive, solutions-driven approach with the ability to work both independently and collaboratively Why Join Us?  • The expected hourly rate for this position is $33 - 36 / hour depending on experience and skill set; The position may be eligible for a discretionary bonus based on company and individual performance • Comprehensive benefits, including medical, dental, vision, and prescription coverage, 401(k) matching, life and disability insurance, parental leave, and flex spending  • Generous paid time off—17 days of vacation, plus 10 paid holidays, Summer Fridays  • Meal perks, company events, team celebrations, and more  • A collaborative, fun, and supportive culture where you’re encouraged to innovate and grow  Our Core Values  • Commitment: You bring passion, integrity, and energy to everything you do • Collaboration: Working together makes us stronger, smarter, and more innovative • Continuous Improvement: We’re all about growth—both for our clients and ourselves Freestone is an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law. We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. For information about our privacy practices, including disclosures for California residents, please see our Privacy Notices.