Client Service, Associate or Senior Associate

Freestone Capital Management•Minneapolis, MN

16h•$70,000 - $85,000

About The Position

Freestone is seeking an experienced Senior Associate to join its growing Client Service team in Minneapolis. The role focuses on delivering exceptional client service, ensuring smooth operations, and managing complex projects with attention to detail in the wealth management industry. The successful candidate will help build out the Minnesota office, support personalized client experiences, and contribute to professional development and career advancement within the organization. The position oversees client service operations, new-client onboarding and account implementation, relationship management, and money movements. It also involves mentoring new Associates and collaborating with peers to improve communications, processes, and best practices. The expected base salary is $70,000–$85,000, depending on experience and skill set, and the position is eligible for a discretionary bonus based on company and individual performance.

Requirements

Bachelor’s degree required.
Series 65 (or equivalent), or ability to obtain it within six months of hire.
At least 3 years of client service experience in the financial services industry.
Handle confidential information with discretion and integrity.
Ability to manage multiple client service functions with strong organizational and project management skills.
Exceptional communication and interpersonal skills, with a focus on building relationships and delivering outstanding client experiences.
Experience mentoring, coaching, and training team members.
Proactive mindset focused on continuous improvement and collaboration.
Excellent skills in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook.

Nice To Haves

Knowledge of Tamarac Reporting System.
Knowledge of Fidelity Portfolio.
Knowledge of Schwab Advisor Center.

Responsibilities

Oversee client service operations, including processes related to client portfolios, account management, and project oversight.
Lead new-client onboarding and manage implementation of accounts and services, ensuring related actions are completed accurately.
Build and maintain long-term client relationships through high-touch service and proactive attention to client needs.
Independently handle non-Advisor-related inquiries, administrative support, and money movements.
Mentor new Associates, lead training initiatives, and foster professional growth within the team.
Participate in and lead peer collaboration to review client communications, streamline processes, and promote best practices.