Client Service, Senior Associate

About the role

At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 26-year history of consistent growth and success, we are an independent wealth and asset management firm with over $14 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.

Key Responsibilities

• Client Service & Operations Excellence: Exhibit mastery of client service operations, ensuring the smooth execution of processes related to client portfolios, account management, and project oversight.
• Onboarding & Implementation: Lead the new client onboarding process, managing the implementation of accounts and services, and ensuring all related actions are completed with precision.
• 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.
• Mentorship & Leadership: Serve as a trusted mentor to new Associates, leading training initiatives and fostering professional growth within the team.
• 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.
• General Office Support: Assist with ad hoc projects and office management responsibilities as needed to support the team.

Qualifications & Skills

• Bachelor's degree required (Finance or Business degree preferred).
• 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).
• Knowledge of Tamarac Reporting System and Schwab Advisor Center are a plus.

Why Join Us?

• The expected base salary for this position is $90,000 - $125,000 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.

Pay

The expected base salary for this position is $90,000 - $125,000 depending on experience and skill set. In addition, the position is eligible for a discretionary bonus based on company and individual performance.

Schedule

N/A