Who We Are At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 25-year history of consistent growth and success, we are an independent wealth and asset management firm with over $11 billion in assets under advisement. Headquartered in Washington, with a team of over 115 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning.
About the Role We're adding a Client Service Associate to our team. This is an exciting opportunity to be a part of a growing and fast-paced firm dedicated to excellence in wealth management. This role is ideal for an early career professional who excels in client service, operations, and project and task management within the financial services industry.
Freestone is committed to professional development and offers a path for career advancement within the organization.
Key Responsibilities - Client Account & Service Excellence: Act as a trusted resource for clients, ensuring smooth and accurate account operations and exceptional service, while working closely with advisors and the broader client service team
- Strategic Advisor Partnership: Build a strong rapport with advisors, anticipating their needs and streamlining processes to enhance efficiency and service delivery
- Operational & Administrative Leadership: Take ownership of key administrative functions while expanding into higher-level client service responsibilities
- Technical Mastery & Autonomy: Develop deep expertise in our internal account management systems to independently:
- Generate and analyze ad hoc reports
- Respond to client inquiries with confidence and precision
- Prepare comprehensive meeting materials
- Process trade tickets and execute transactions seamlessly
- Manage account-related tasks (cash movement, wires, journals, etc.) with minimal supervision
Qualifications and Skills - Bachelor's degree (or substantial financial services experience)
- Series 65 (or equivalent) or ability to obtain upon hire is preferred
- 2-4 years of experience in a client service role within financial services
- Exceptional attention to detail and ability to manage multiple priorities in a fast-paced setting
- Strong interpersonal and communication skills, with a client-first mindset
- A proactive, solutions-driven approach with the ability to work both independently and collaboratively
- Knowledge of Tamarac Reporting System and Schwab Advisor Center are a plus
Why Join Us? - The expected base salary for this position is $78,000 - $82,000 depending on experience and skill set. The position may be eligible for a discretionary bonus based on company and individual performance
- 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
Our Core Values - Commitment: You bring passion, integrity, and energy to everything you do
- Collaboration: Working together makes us stronger, smarter, and more innovative
- Continuous Improvement: We're all about growth-both for our clients and ourselves
Freestone is an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
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