Client Service, Senior Associate
About The Position
We are seeking an accomplished Senior Associate in Client Service to join one of our larger advisor teams. This individual will manage workflow for the advisor and team members, coordinate complex client engagements, and ensure the seamless execution of both day-to-day and strategic service initiatives. The ideal candidate is a highly organized professional with exceptional communication skills, strong financial acumen, and a proactive approach to project management. They demonstrate sound judgment, take ownership to drive initiatives to completion, and embody professionalism and positivity in every client and team interaction. Freestone is committed to your professional development and offers a path for career advancement within the organization. This is a full-time, hybrid role, at our Seattle headquarters.
Requirements
- Bachelor’s degree (or substantial financial services experience).
- Series 65 (or equivalent) or ability to obtain upon hire within 6 months.
- 4+ years of client service experience in the financial services industry.
- Ability to handle confidential information with discretion and integrity.
- Proven ability to manage multiple client service functions, demonstrating strong organizational and project management skills.
- Exceptional communication and interpersonal skills, with a passion for building relationships and delivering outstanding client experiences.
- Experience mentoring, coaching, and training team members to enhance knowledge and performance.
- A proactive mindset with a focus on continuous improvement and collaboration.
- Excellent skills in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Nice To Haves
- Knowledge of Tamarac Reporting System and Schwab Advisor Center are a plus.
Responsibilities
- Client Service & Operations Excellence: Exhibit mastery of client service operations, ensuring the smooth execution of processes related to client portfolios, account management, and project oversight.
- Onboarding & Implementation: Lead the new client onboarding process, managing the implementation of accounts and services, and ensuring all related actions are completed with precision.
- Relationship Management: Develop and nurture strong, long-term relationships with clients by providing high-touch service and proactively addressing their needs. Independently handle non-Advisor-related inquiries, including administrative support, and money movements.
- Mentorship & Leadership: Serve as a trusted mentor to new Associates, leading training initiatives and fostering professional growth within the team.
- Collaboration & Process Improvement: Spearhead and participate in a collaborative group with your peers to regularly review and discuss topics related to client communication, streamlining processes, and promoting best practices.
Benefits
- Depending on your level of experience and credentials, competitive base salary starting at: $90,000 – $100,000.
- Annual discretionary performance bonus.
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
51-100 employees
