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About the Role
We are adding an experienced Senior Client Service Associate to our team! This role is ideal if you are passionate about client service, operations, and project management in the financial services industry. Freestone is committed to your professional development and offers a path for career advancement within the organization.
Responsibilities
- Exhibit mastery of client service operations, ensuring the smooth execution of processes related to client portfolios, account management, and project oversight.
- Lead the new client onboarding process, managing the implementation of accounts and services, and ensuring all related actions are completed with precision.
- 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.
- Serve as a trusted mentor to new Associates, leading training initiatives and fostering professional growth within the team.
- 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.
- Assist with ad hoc projects and office management responsibilities as needed to support the team.
Requirements
- 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.
Skills
- Client service operations
- Project management
- Client onboarding
- Relationship management
- Mentorship
- Training
- Process improvement
- Office management
- Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Tamarac Reporting System (plus)
- Schwab Advisor Center (plus)
Location
- Washington
Work Type
- Full-time
Experience Level
- Senior
- 3+ years
Education Level
- Bachelor's degree
Salary/Compensations
- $90,000 - $125,000
- Discretionary bonus based on company and individual performance
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- Prescription coverage
- 401(k) matching
- Life insurance
- Disability insurance
- Parental leave
- Flex spending
About the Company
- Freestone is an independent wealth and asset management firm with over $14 billion in assets under management.
- We have a 26-year history of consistent growth and success.
- 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.
Equal Opportunity
- Freestone is an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, 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.