Client Service, Senior Associate

Freestone Capital Management • Seattle, WA

6d • $90,000 - $110,000 • Onsite

About The Position

At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 27-year history of consistent growth and success, we are an independent wealth and asset management firm with over $15 billion in assets under management. Headquartered in Washington, with a team of over 120 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning.

We are seeking an accomplished Senior Associate to work directly with a Partner level Client Advisor with key responsibilities as follows:
Investment Implementation & Asset Allocation Review: Leading and managing the implementation of investment plans for new and existing clients, as well as coordinating asset allocation oversight. Proactively adjust to target allocations and track a wide range of metrics for each custom account on a daily, weekly, monthly, and quarterly basis.
Client Service & Operations Excellence: Exhibit mastery of client service operations, ensuring the smooth execution of processes related to client portfolios, account and cash management, and project oversight.
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.
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.
Mentorship & Leadership: Serve as a trusted mentor to new Associates, leading training initiatives and fostering professional growth within the team.

Requirements

• Bachelor's degree required (Finance or Business degree preferred).
• Series 65 (or equivalent) or ability to obtain upon hire within 6 months is required.
• 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

• CFA, CFP, CPA or similar credential preferred.
• Knowledge of Tamarac Reporting System and Schwab Advisor Center are a plus.

Responsibilities

• Leading and managing the implementation of investment plans for new and existing clients, as well as coordinating asset allocation oversight.
• Proactively adjust to target allocations and track a wide range of metrics for each custom account on a daily, weekly, monthly, and quarterly basis.
• Exhibit mastery of client service operations, ensuring the smooth execution of processes related to client portfolios, account and cash management, and project oversight.
• 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.
• 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.
• Serve as a trusted mentor to new Associates, leading training initiatives and fostering professional growth within the team.

Benefits

• medical, dental, vision, and prescription coverage
• 401(k) matching
• life and disability insurance
• parental leave
• 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