Client Service, Analyst at Freestone Capital Management

Seattle, WAFull-timeClient ServicePosted about 1 month ago

About the Role

Who We Are   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.  About the Role  We are seeking detail-oriented and service-obsessed professionals to join our team! This role is ideal for an early-career professional who excels in organization, coordination, operations, and project management and has a strong interest in the wealth management industry.  In this role, you will learn how to provide proactive client service, and high-level operational and administrative support to advisors and team members. This is an exciting opportunity to be a part of a growing and fast-paced firm dedicated to excellence in wealth management.    The ideal candidate is entry level or less than one year of client service experience in the financial services industry and is willing to obtain the Series 65 license within 12 months of hire. This role will start July 13, 2026.   Key Responsibilities:  <ul> <li>Client Account & Service Excellence <ul> <li>Act as a trusted resource for the broader Client Service team and advisors to ensure smooth and accurate account operations service, including Client onboardings. </li> <li>Provide direct support to the Client Service team by providing coverage during high-volume periods, leaves of absence, or other business needs.  </li> </ul> </li> <li>Technical Mastery & Autonomy</li> <li>Develop deep expertise in our internal account management systems to independently:    <ul> <li>Generate and analyze ad hoc reports.  </li> <li>Prepare comprehensive meeting materials.  </li> <li>Process trade tickets and execute transactions seamlessly.  </li> <li>Manage account-related tasks (cash movement, wires, journals, etc.) with minimal supervision.   </li> </ul> </li> <li>Project Support   <ul> <li>Ad hoc projects for the broader Client Service team.  </li> <li>Support new Advisor onboarding initiatives. </li> </ul> </li> </ul> Qualifications & Skills:  <ul> <li>Bachelor’s degree (preferably in finance, business or a related field).  </li> <li>Ability to obtain Series 65 (or equivalent) within 12 months. </li> <li>0-2 years of experience in a client service role within financial services.  </li> <li>Exceptional attention to detail and ability to manage multiple priorities in a fast-paced setting.  </li> <li>Strong interpersonal and communication skills, with a client-first mindset.  </li> <li>A proactive, solution-driven approach with the ability to work both independently and collaboratively.  </li> </ul> Why Join Us?    <ul> <li>The expected annual salary for this position is $70,000 depending on experience and skill set. </li> <li>Comprehensive benefits, including medical, dental, vision, and prescription coverage, 401(k) matching, life and disability insurance, parental leave, and flex spending.   </li> <li>Freestone is committed to professional development and offers a path for career advancement within the organization.  </li> <li>Generous paid time off—17 days of vacation, plus 10 paid holidays, Summer Fridays.   </li> <li>Meal perks, company events, team celebrations, and more.   </li> <li>A collaborative, fun, and supportive culture where you’re encouraged to innovate and grow.   </li> </ul> Our Core Values    <ul> <li>Commitment: You bring passion, integrity, and energy to everything you do. </li> <li>Collaboration: Working together makes us stronger, smarter, and more. innovative </li> <li>Continuous Improvement: We’re all about growth—both for our clients and ourselves. </li> </ul> 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.  For information about our privacy practices, including disclosures for California residents, please see our <a href="https://www.freestonecapital.com/privacy/">Privacy Notices.</a>

About the Role

About the Role

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