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Freestone Capital Management · 16 hours ago

Client Service, Senior Associate

Seattle, WA

Full-time

Hybrid

Mid, Senior Level

$90K/yr - $100K/yr

4+ years exp

Freestone Capital Management is an independent wealth and asset management firm with over $13.5 billion in assets under management. They are seeking a Senior Associate in Client Service to manage workflow for advisor teams, coordinate client engagements, and ensure effective service delivery.

Financial ServicesVenture Capital

Growth Opportunities

Responsibilities

Exhibit mastery of client service operations, ensuring the smooth execution of processes related to client portfolios, account management, and project oversight

Lead the new client onboarding process, managing the implementation of accounts and services, and ensuring all related actions are completed with precision

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

Serve as a trusted mentor to new Associates, leading training initiatives and fostering professional growth within the team

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

Qualification

Client service experienceFinancial acumenProject management skillsSeries 65 certificationMicrosoft Office SuiteProactive mindsetTamarac Reporting SystemSchwab Advisor CenterExceptional communicationMentorship experienceInterpersonal skillsCollaboration skillsConfidentiality handling

Required

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)

Preferred

Knowledge of Tamarac Reporting System and Schwab Advisor Center are a plus

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.

A collaborative, fun, and supportive culture where you’re encouraged to innovate and grow.