What are the responsibilities and job description for the Client Service, Senior Associate position at Freestone Capital Management?
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 $13 billion in assets under advisement. 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.
About The Role
We are seeking an accomplished Senior Associate in Client Service to join one of our largest advisor teams. This individual will manage workflow across multiple associates and advisors, coordinate complex client engagements, and ensure the seamless execution of both day-to-day and strategic service initiatives.
The ideal candidate is a highly organized professional with exceptional communication skills, strong financial acumen, and a proactive approach to project management. They demonstrate sound judgment, take ownership to drive initiatives to completion, and embody professionalism and positivity in every client and team interaction.
This is a full-time, in-office role, five days per week at our Seattle headquarters.
Key Responsibilities
Team Oversight & Workflow Management
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.
For information about our privacy practices, including disclosures for California residents, please see our Privacy Notices.
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 $13 billion in assets under advisement. 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.
About The Role
We are seeking an accomplished Senior Associate in Client Service to join one of our largest advisor teams. This individual will manage workflow across multiple associates and advisors, coordinate complex client engagements, and ensure the seamless execution of both day-to-day and strategic service initiatives.
The ideal candidate is a highly organized professional with exceptional communication skills, strong financial acumen, and a proactive approach to project management. They demonstrate sound judgment, take ownership to drive initiatives to completion, and embody professionalism and positivity in every client and team interaction.
This is a full-time, in-office role, five days per week at our Seattle headquarters.
Key Responsibilities
Team Oversight & Workflow Management
- Manage and prioritize workflow of team members, ensuring timely, accurate, and consistent execution of client service deliverables.
- Provide day-to-day guidance and mentorship to associates; model best practices in client service and operational excellence.
- Foster a culture of accountability, collaboration, and continuous improvement within the team.
- Serve as a primary point of contact for clients and their families, providing proactive service and operational support in coordination with advisors.
- Lead complex client projects and special initiatives, ensuring milestones are met and communication remains clear and timely.
- Anticipate client and advisor needs, providing solutions that enhance the client experience and strengthen long-term relationships.
- Act as a liaison to clients’ external partners, including attorneys, accountants, and bankers, to coordinate financial, estate, and investment matters.
- Maintain the highest standards of professionalism, discretion, and confidentiality in all communications.
- Oversee the accuracy and integrity of account onboarding, maintenance, money movements, documentation, and reporting.
- Identify and implement opportunities to streamline workflows and enhance operational efficiency.
- Partner with firm leadership to improve processes and elevate service delivery standards.
- Bachelor’s degree
- Series 65 (or ability to obtain shortly after hire).
- Minimum 5 years of client service experience within the financial services or wealth management industry.
- Proven team management capabilities with experience overseeing complex workflows.
- Possess knowledge of investment management and basic financial planning principles.
- Exceptional written and verbal communication skills; able to present information with clarity and professionalism.
- Highly organized and adept at managing multiple priorities in a fast-paced environment.
- Positive, solutions-oriented attitude with a demonstrated ability to follow through on commitments.
- Proficiency in Microsoft Office Suite; experience with Tamarac, Schwab Advisor Center, or comparable systems preferred.
- Depending on your level of experience and credentials, competitive base salary starting at: $90,000 – $110,000.
- Annual discretionary performance bonus.
- 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.
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.
For information about our privacy practices, including disclosures for California residents, please see our Privacy Notices.
Salary : $90,000 - $110,000
