Client Service, Senior Associate

Freestone Capital Management; Minneapolis (MN); Hybrid; USD 70,000 - 85,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) matching

Paid time off

Meal perks

Company events

Summer Fridays

Job summary

Freestone Capital Management in Minneapolis seeks a Senior Associate to join its Client Service team. You will oversee onboarding, account implementations, and high-touch client support, while mentoring junior staff and driving process improvements.

The role emphasizes relationship management, collaboration, and proactive service to sophisticated clients in wealth management, with strong attention to detail and project leadership.

Qualifications

• Series 65 certification (or equivalent) within 6 months
• 3+ years of client service experience in financial services
• Strong discretion and integrity with confidential information
• Proven ability to manage multiple client service functions with strong organization and PM skills
• Excellent communication and interpersonal skills for high-touch client service
• Experience mentoring/coaching team members to enhance performance
• Proactive, collaborative mindset with focus on continuous improvement
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Knowledge of Tamarac Reporting System and Fidelity/Schwab platforms is a plus

Responsibilities

• Lead onboarding and implementation of accounts and services with precision
• Manage client service operations and project oversight for portfolios
• Develop and nurture long-term client relationships with high-touch service
• Mentor new Associates and lead training initiatives
• Collaborate with peers to streamline processes and best practices

Skills

Client service

Project management

Communication

Relationship building

Mentoring

Collaboration

Discretion & integrity

Education

Series 65 (or equivalent)

Tools

Tamarac Reporting System

Fidelity Portfolio

Schwab Advisor Center

Job description

We believe in making a meaningful difference by focusing on what truly matters to our clients. With a 27-year history of consistent growth and success, we are an independent wealth and asset management firm with over $15 billion in assets under management. With a team of over 135 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 are looking to add an experienced Senior Associate to our new and growing Client Service team in Minneapolis. This role is ideal if you are passionate about and focused on remarkable client service, ensuring smooth operations, and the ability to handle complex project management with strong attention to detail in the wealth management space. This opportunity is ideal for someone who has an entrepreneurial spirit and would be excited to be part of helping build out our MN office. We are committed to your professional development and offer a path for career advancement within the organization.

Key Responsibilities

• Client Service & Operations Excellence: Exhibit mastery of client service operations, ensuring the smooth execution of processes related to client portfolios, account management, and project oversight
• Onboarding & Implementation: Lead the new client onboarding process, managing the implementation of accounts and services, and ensuring all related actions are completed with precision
• Relationship Management: 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
• Mentorship & Leadership: Serve as a trusted mentor to new Associates, leading training initiatives and fostering professional growth within the team
• Collaboration & Process Improvement: 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

Qualifications and Skills

• Series 65 (or equivalent) or ability to obtain upon hire within 6 months
• 3+ 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)
• Knowledge of Tamarac Reporting System and Fidelity Portfolio and Schwab Advisor Center are a plus

Why Join Us?

• The expected base salary for this position is $70,000 - $85,000, depending on experience and skill set. In addition, the position is 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'reall 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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