Client Service, Analyst

Freestone • Seattle, WA

7d • $81,000 - $81,000

About The Position

We are seeking detail-oriented and service-obsessed professionals to join our team! This role is ideal for an early-career professional who excels in organization, coordination, operations, and project management and has a strong interest in the wealth management industry. In this role, you will learn how to provide proactive client service, and high-level operational and administrative support to advisors and team members. This is an exciting opportunity to be a part of a growing and fast-paced firm dedicated to excellence in wealth management. The ideal candidate is entry level or less than one year of client service experience in the financial services industry and is willing to obtain the Series 65 license within 12 months of hire. This role will start July 13, 2026.

Requirements

• Bachelor’s degree (preferably in finance, business or a related field).
• Ability to obtain Series 65 (or equivalent) within 12 month s.
• 0-2 years of experience in a client service role within financial services.
• Exceptional attention to detail and ability to manage multiple priorities in a fast-paced setting.
• Strong interpersonal and communication skills, with a client-first mindset.
• A proactive, solution-driven approach with the ability to work both independently and collaboratively.

Responsibilities

• Act as a trusted resource for the broader Client Service team and advisors to ensure smooth and accurate account operations service, including Client onboardings.
• Provide direct support to the Client Service team by providing coverage during high-volume periods, leaves of absence, or other business needs.
• Develop deep expertise in our internal account management systems to independently:
• Generate and analyze ad hoc reports.
• Prepare comprehensive meeting materials.
• Process trade tickets and execute transactions seamlessly.
• Manage account-related tasks (cash movement, wires, journals, etc.) with minimal supervision.
• Ad hoc projects for the broader Client Service team.
• Support new Advisor onboarding initiatives.

Benefits

• Comprehensive benefits, including medical, dental, vision, and prescription coverage, 401(k) matching, life and disability insurance, parental leave, and flex spending.
• Freestone is committed to professional development and offers a path for career advancement within the organization.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 11-50 employees