Freestone Capital Management · 18 hours ago
Client Service, Associate
San Francisco, CA
Full-time
Onsite
Entry Level
$85K/yr - $95K/yr
2+ years expFreestone Capital Management is an independent wealth and asset management firm with a focus on delivering personalized client experiences. The Client Service Associate will be responsible for fostering strong client relationships and providing operational and administrative support to advisors and team members in the financial services industry.
Financial ServicesVenture Capital
Responsibilities
Act as a trusted resource for clients, ensuring smooth account operations and exceptional service, while working closely with advisors and the broader client service team
Build a strong rapport with advisors, anticipating their needs and streamlining processes to enhance efficiency and service delivery
Take ownership of key administrative functions while expanding into higher-level client service responsibilities
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
Qualification
Required
Bachelor's degree (or substantial financial services experience)
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
Discreet in handling sensitive and confidential information
Preferred
Series 65 (or equivalent) or ability to obtain upon hire
2 or more years of client service experience in the financial services industry
Benefits
Comprehensive benefits, including medical, dental, vision, and prescription coverage
401(k) matching
Life and disability insurance
Parental leave
Flex spending
Generous paid time off—17 days of vacation, plus 10 paid holidays, Summer Fridays
Meal perks
Company events
Team celebrations
Company
Freestone Capital Management
Freestone Capital Management is an investment management company specializing in wealth planning and asset management services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Matthew Tigert, CIMA®
Chief Operating Officer
Andrew W. Erisman, CIMA®, Partner
Partner - Client Advisor
Recent News
2025-10-02
Company data provided by crunchbase