Wealth Client Experience Lead, Senior Associate

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

Benefits offered by this job

Medical, dental, vision coverage

401(k) matching

Paid time off and holidays

Job summary

Freestone Capital Management, LLC in Minneapolis seeks an experienced Senior Associate for its Client Service team. You will lead onboarding, manage accounts, and build strong client relationships with high-touch service.

The role emphasizes mentoring teammates, process improvement, and cross-functional collaboration to enhance client experiences in wealth management. You will oversee client portfolios and account management, ensuring precise executions and project coordination while supporting

Qualifications

• 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

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

Skills

Client service

Project management

Relationship management

Communication

Mentoring

Collaboration

MS Office

Tamarac

Fidelity Portfolio

Schwab Advisor Center

Tools

Tamarac Reporting System

Fidelity Portfolio

Schwab Advisor Center

Job description

Freestone Capital Management, LLC in Minneapolis seeks an experienced Senior Associate for its Client Service team. You will lead onboarding, manage accounts, and build strong client relationships with high-touch service.

The role emphasizes mentoring teammates, process improvement, and cross-functional collaboration to enhance client experiences in wealth management. You will oversee client portfolios and account management, ensuring precise executions and project coordination while supporting