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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. In this role, you will foster strong client relationships and provide 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.

Responsibilities

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.
Build a strong rapport with advisors, anticipating their needs and streamlining processes to enhance efficiency and service delivery.
Take ownership of key administrative functions while expanding into higher-level client service responsibilities.
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.
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 is preferred.
2–4+ years of experience in a client service role within financial services.
Bilingual (English/Mandarin and/or English/Cantonese) strongly preferred.
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.

Skills

Client service
Operations
Project management
Financial services industry
Account management systems
Ad hoc reporting
Client inquiry response
Meeting material preparation
Trade ticket processing
Transaction execution
Account-related task management
Interpersonal skills
Communication skills
Client-first mindset
Proactive approach
Solutions-driven approach
Independent work
Collaborative work
Handling sensitive information

Location

Washington

Work Type

Full-time

Experience Level

Early career professional
2 or more years of client service experience
2–4+ years of experience

Education Level

Bachelor's degree
Finance degree preferred
Business degree preferred

Salary/Compensations

$85,000 - $100,000
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
17 days of vacation
10 paid holidays
Summer Fridays
Meal perks
Company events
Team celebrations

About the Company

Freestone is an independent wealth and asset management firm with over $15 billion in assets under management.
We have a 27-year history of consistent growth and success.
Headquartered in Washington, with a team of over 125 professionals.
We are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning.
A collaborative, fun, and supportive culture where you’re encouraged to innovate and grow.
Core Values: Commitment, Collaboration, Continuous Improvement.

Equal Opportunity

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.