Client Service, Associate

About the role

We are seeking a detail-oriented client services professional to join our team. This role is ideal for an early career professional with 2 or more years of client service experience in 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 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 required (Finance or Business degree preferred).
• 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.
• Discreet in handling sensitive and confidential information.

Why Join Us?

• The expected base salary for this position is $85,000 - $100,000, depending on experience and skill set. In addition, the position is 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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