Apply on Employer Site

Freestone Capital Management · 8 hours ago

Client Service, Senior Associate

Seattle, WA

Full-time

Onsite

Mid, Senior Level

$90K/yr - $110K/yr

5+ years exp

Freestone Capital Management is an independent wealth and asset management firm dedicated to delivering personalized financial experiences. They are seeking a Senior Associate in Client Service to manage workflow across associates, coordinate client engagements, and ensure seamless execution of service initiatives.

Financial ServicesVenture Capital

Growth Opportunities

Responsibilities

Manage and prioritize workflow of team members, ensuring timely, accurate, and consistent execution of client service deliverables

Provide day-to-day guidance and mentorship to associates; model best practices in client service and operational excellence

Foster a culture of accountability, collaboration, and continuous improvement within the team

Serve as a primary point of contact for clients and their families, providing proactive service and operational support in coordination with advisors

Lead complex client projects and special initiatives, ensuring milestones are met and communication remains clear and timely

Anticipate client and advisor needs, providing solutions that enhance the client experience and strengthen long-term relationships

Act as a liaison to clients’ external partners, including attorneys, accountants, and bankers, to coordinate financial, estate, and investment matters

Maintain the highest standards of professionalism, discretion, and confidentiality in all communications

Oversee the accuracy and integrity of account onboarding, maintenance, money movements, documentation, and reporting

Identify and implement opportunities to streamline workflows and enhance operational efficiency

Partner with firm leadership to improve processes and elevate service delivery standards

Qualification

Series 65Client service experienceTeam managementBachelor’s degreeInvestment management knowledgeFinancial planning principlesMicrosoft Office SuiteTamarac experienceSchwab Advisor CenterCommunication skillsOrganizational skills

Required

Bachelor's degree

Series 65 (or ability to obtain shortly after hire)

Minimum 5 years of client service experience within the financial services or wealth management industry

Proven team management capabilities with experience overseeing complex workflows

Possess knowledge of investment management and basic financial planning principles

Exceptional written and verbal communication skills; able to present information with clarity and professionalism

Highly organized and adept at managing multiple priorities in a fast-paced environment

Positive, solutions-oriented attitude with a demonstrated ability to follow through on commitments

Proficiency in Microsoft Office Suite

Preferred

Experience with Tamarac, Schwab Advisor Center, or comparable systems

Benefits

Annual discretionary performance bonus.

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.