Wealth Client Services Specialist: Growth & Ops

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

Benefits offered by this job

Comprehensive medical, dental, vision coverage

401(k) matching

17 days of vacation plus 10 holidays

Meal perks and team events

Job summary

Freestone Capital Management in San Francisco is looking for a detail-oriented client services professional to join their growing team. This role involves fostering client relationships and providing high-level support to advisors. Candidates should have a Bachelor's degree and 2-4 years of experience in client service within the financial services industry. The position offers a base salary of $85,000-$100,000 along with comprehensive benefits and a collaborative work culture.

Qualifications

• 2-4+ years of client service experience in financial services.
• Ability to obtain Series 65 license upon hire.
• Strong communication skills with a client-first mindset.

Responsibilities

• Foster strong client relationships and ensure smooth account operations.
• Build rapport with advisors and streamline processes.
• Manage key administrative functions in client services.

Skills

Client service excellence

Attention to detail

Interpersonal skills

Problem-solving

Education

Bachelor's degree (Finance or Business preferred)

Tools

Internal account management systems

Job description

Freestone Capital Management in San Francisco is looking for a detail-oriented client services professional to join their growing team. This role involves fostering client relationships and providing high-level support to advisors. Candidates should have a Bachelor's degree and 2-4 years of experience in client service within the financial services industry. The position offers a base salary of $85,000-$100,000 along with comprehensive benefits and a collaborative work culture.