Client Service Manager, Managing Director

Freestone Capital Management • Seattle, WA

8h • $150,000 - $200,000

About The Position

Freestone is looking for a Managing Director of Client Service. This person is responsible for overseeing the Client Service Associates (CSAs) serving our clients. This leader will cultivate relationships across the organization and is responsible for helping to shape the client service model and business management by defining clear roles and responsibilities for our client service team and by overseeing daily operations related to the team’s management. The ideal candidate is comfortable leading people and setting direction for the team, modeling best-in-class client service practices, and rolling up their sleeves to drive outcomes across the organization.
This person partners closely with the Head of Client Advisory to lead the development, implementation, and management of all elements of the firm’s client experience. The right candidate is intellectually curious, detail-oriented, and eager to grow into increased responsibility and leadership.

Requirements

• 8+ years of outstanding professional experience, with at least 3 years of experience leading Client Service teams.
• RIA and wealth management experience is strongly preferred, although we are open to strong people leaders from diverse backgrounds who are willing to obtain Series 65 industry licensing.
• Strong financial and business acumen.
• Detail oriented.
• Exceptional writing, interpersonal, and client service skills.
• Strong time management skills.
• Team player with the ability to collaborate with others.
• High comfort level in a fast-moving, high-growth environment.

Responsibilities

• Nurture and grow the Freestone culture, and embody our core values of Commitment, Collaboration and Continuous improvement.
• Coach, develop, mentor, and promote the firm’s outstanding group of Client Service Associates.
• Anticipate, facilitate, and advance client service initiatives.
• Deliver on the needs of a fast-paced business across a wide range of projects.
• Collaborate with internal stakeholders to drive business outcomes.
• Partner in identifying, recruiting, and hiring Client Service Associates to support the growth of the firm.

Benefits

• 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: Manager
• Education Level: No Education Listed