Client Service, Associate

Freestone Capital Management • Anchorage, AK

5h

About The Position

We are seeking a detail-oriented client services professional to join our team in Anchorage, Alaska. This role is ideal for a professional who excels in client service, operations, and project management within the financial services industry. Freestone is committed to professional development and offers a path for career advancement within the organization.
In this role, you will foster strong client relationships and provide 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 has 2 or more years of client service experience in the financial services industry and has or is willing to obtain the Series 65 license.

Requirements

• Bachelor’s degree (or substantial financial services experience).
• Series 65 (or equivalent) or ability to obtain upon hire is preferred.
• 2–4 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, solutions-driven approach with the ability to work both independently and collaboratively.

Nice To Haves

• Series 65 designation preferred, or willingness to obtain within six months.

Responsibilities

• Client Account & Service Excellence: Act as a trusted resource for clients, ensuring smooth account operations and exceptional service, while working closely with advisors and the broader client service team.
• Strategic Advisor Partnership: Build a strong rapport with advisors, anticipating their needs and streamlining processes to enhance efficiency and service delivery.
• Operational & Administrative Leadership: Take ownership of key administrative functions while expanding into higher-level client service responsibilities.
• Technical Mastery & Autonomy: Develop deep expertise in our internal account management systems to independently: Generate and analyze ad hoc reports. Respond to client inquiries with confidence and precision. Prepare comprehensive meeting materials. Process trade tickets and execute transactions seamlessly. Manage account-related tasks (cash movement, wires, journals, etc.) with minimal supervision.

Benefits

• Competitive base salary and this position may be eligible for a discretionary bonus based on company and individual performance.
• Comprehensive benefits, including medical, dental, vision, and prescription coverage, 401(k) matching, life and disability insurance, parental leave, and flex spending.
• 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