Client Service, Senior Associate

Freestone Capital Management • San Francisco, CA

4h • $110,000 - $125,000

About The Position

We are adding an experienced Senior Client Service Associate to our team! This role is ideal if you are passionate about client service, operations, and project management in the financial services industry. Freestone is committed to your professional development and offers a path for career advancement within the organization.

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

• 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: Mid Level