Wealth Client Services Specialist

Freestone Capital Management; Los Altos (CA); On-site; USD 85,000 - 100,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) matching

Parental leave

Summer Fridays

Meal perks

Company events

Job summary

Freestone Capital Management in Los Altos seeks a detail-oriented client services professional to join our growing team. You will support advisors, manage client accounts, and help elevate our client service and operations in a fast-paced wealth management environment.

Requirements include 2+ years in client service in financial services, a Bachelor’s in Finance or Business, and a Series 65 or willingness to obtain.

Qualifications

• Bachelor's degree in Finance or Business preferred.
• Series 65 (or ability to obtain within 6 months).
• 2–4+ years of client service experience in financial services.
• Excellent attention to detail and ability to manage multiple priorities.
• Strong interpersonal and communication skills with a client-first mindset.
• Proactive, solutions-driven approach with ability to work independently and with others.
• Discreet handling of sensitive information.

Responsibilities

• Client account and service excellence: ensure smooth operations and exceptional service with advisors.
• Strategic advisor partnership: build rapport with advisors and streamline processes.
• Operational and administrative leadership: own key admin functions and expand to higher-level responsibilities.
• Technical mastery and autonomy: develop deep expertise in internal account management systems; onboarding, inquiries, meetings, trades, and reports.
• General office support: assist with ad hoc projects and office management.

Skills

Client service

Operations

Project management

Attention to detail

Communication

Series 65

Education

Bachelors in Finance/Business

Job description

Freestone Capital Management in Los Altos seeks a detail-oriented client services professional to join our growing team. You will support advisors, manage client accounts, and help elevate our client service and operations in a fast-paced wealth management environment.

Requirements include 2+ years in client service in financial services, a Bachelor’s in Finance or Business, and a Series 65 or willingness to obtain.