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 who excels in client service, operations, and project 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 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.