Client Service, Associate

4 days ago

Seattle, Washington, United States Freestone Capital Management Full time $72,000 - $82,000 per year

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 120 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're adding a Client Service Associate to our team This is an exciting opportunity to be a part of a growing and fast-paced firm dedicated to excellence in wealth management. This role is ideal for an early career professional who excels in client service, operations, and project and task management within the financial services industry.  

Freestone is committed to professional development and offers a path for career advancement within the organization.  

Key Responsibilities:  

Client Account & Service Excellence: Act as a trusted resource for clients, ensuring smooth and accurate account operations and exceptional service, while working closely with advisors and the broader client service team  Strategic Advisor Partnership: Build a strong rapport with advisors, anticipating their needs and streamlining processes to enhance efficiency and service delivery Operational & Administrative Leadership: Take ownership of key administrative functions while expanding into higher-level client service responsibilities  Technical Mastery & Autonomy: Develop deep expertise in our internal account management systems to independently: 
Generate and analyze ad hoc reports Respond to client inquiries with confidence and precision Prepare comprehensive meeting materials Process trade tickets and execute transactions seamlessly Manage account-related tasks (cash movement, wires, journals, etc.) with minimal supervision   

Qualifications & Skills:  

Bachelor's degree (or substantial financial services experience)  Series 65 (or equivalent) or ability to obtain upon hire is preferred  2–4 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  Knowledge of Tamarac Reporting System and Schwab Advisor Center are a plus

Why Join Us?  

The expected base salary for this position is $78,000 - $82,000 depending on experience and skill set. The position may be eligible for a discretionary bonus based on company and individual performanceComprehensive 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 doCollaboration: Working together makes us stronger, smarter, and more innovativeContinuous 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.  

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