Client Service, Associate

Freestone Capital Management; Seattle (WA); On-site; USD 78,000 - 82,000; Full time

Job summary

A leading wealth management firm in Seattle is seeking a Client Service Associate to enhance client account operations and service excellence. This role is perfect for early career professionals with 2-4 years of experience in client services. Responsibilities include managing client inquiries, collaborating with advisors, and leading administrative functions. A Bachelor's degree is required, and candidates with Series 65 will be preferred. Competitive salary and comprehensive benefits are offered.

Benefits

Comprehensive medical benefits

Generous paid time off

Discretionary bonus potential

Meal perks and company events

Qualifications

• 2-4 years of experience in a client service role within financial services.
• Ability to manage multiple priorities in a fast-paced setting.
• Series 65 or equivalent preferred.

Responsibilities

• Act as a trusted resource for clients, ensuring smooth account operations.
• Build strong rapport with advisors and streamline processes.
• Respond to client inquiries confidently and prepare meeting materials.

Skills

Client service excellence

Attention to detail

Strong interpersonal skills

Proactive approach

Education

Bachelor's degree

Tools

Tamarac Reporting System

Schwab Advisor Center

Job description

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'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 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.

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