Client Service, Senior Associate

Freestone Capital Management•Minneapolis, MN

4d•Onsite

About The Position

We are looking to add an experienced Senior Associate to our new and growing Client Service team in Minneapolis. This role is ideal if you are passionate about and focused on remarkable client service, ensuring smooth operations, and the ability to handle complex project management with strong attention to detail in the wealth management space. This opportunity is ideal for someone who has an entrepreneurial spirit and would be excited to be part of helping build out our MN office. We are committed to your professional development and offer a path for career advancement within the organization.

Requirements

Bachelor’s degree required
Series 65 (or equivalent) or ability to obtain upon hire within 6 months
3+ 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 Fidelity Portfolio and Schwab Advisor Center are a plus

Responsibilities

Exhibit mastery of client service operations, ensuring the smooth execution of processes related to client portfolios, account management, and project oversight
Lead the new client onboarding process, managing the implementation of accounts and services, and ensuring all related actions are completed with precision
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
Serve as a trusted mentor to new Associates, leading training initiatives and fostering professional growth within the team
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