Senior Client Service Lead - Wealth Management (Hybrid)

Freestone Capital Management; Seattle (WA); Hybrid; USD 90,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) matching

Paid time off including 17 vacation days

Discretionary performance bonus

Meal perks and team celebrations

Job summary

A wealth management firm in Seattle seeks a Senior Associate in Client Service to enhance client relationships and manage team workflows. The ideal candidate will have 4+ years in client service within financial services, exceptional communication skills, and proficiency in Microsoft Office. This full-time hybrid position offers a competitive salary starting at $90,000, comprehensive benefits, and a collaborative work culture. Join a dedicated team focused on delivering outstanding service and professional growth.

Qualifications

• 4+ years of client service experience in financial services.
• Ability to manage client service functions with discretion.
• Exceptional interpersonal skills for building client relationships.

Responsibilities

• Manage workflow for the advisor and team members.
• Lead the client onboarding process effectively.
• Develop and nurture strong long-term client relationships.

Skills

Client service experience

Communication skills

Project management

Relationship management

Mentoring

Organizational skills

Microsoft Office proficiency

Education

Series 65 or equivalent

Tools

Microsoft Office Suite

Tamarac Reporting System

Schwab Advisor Center

Job description

A wealth management firm in Seattle seeks a Senior Associate in Client Service to enhance client relationships and manage team workflows. The ideal candidate will have 4+ years in client service within financial services, exceptional communication skills, and proficiency in Microsoft Office. This full-time hybrid position offers a competitive salary starting at $90,000, comprehensive benefits, and a collaborative work culture. Join a dedicated team focused on delivering outstanding service and professional growth.