Client Service, Senior Associate

Who We Are

At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 27-year history of consistent growth and success, we are an independent wealth and asset management firm with over $15 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 an accomplished Senior Associate to work directly with a Partner level Client Advisor with key responsibilities as follows:

• Investment Implementation & Asset Allocation Review: Leading and managing the implementation of investment plans for new and existing clients, as well as coordinating asset allocation oversight. Proactively adjust to target allocations and track a wide range of metrics for each custom account on a daily, weekly, monthly, and quarterly basis.
• Client Service & Operations Excellence: Exhibit mastery of client service operations, ensuring the smooth execution of processes related to client portfolios, account and cash management, and project oversight.
• 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.
• 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.
• Mentorship & Leadership: Serve as a trusted mentor to new Associates, leading training initiatives and fostering professional growth within 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 is required.
• 4+ years of client service experience in the financial services industry.
• CFA, CFP, CPA or similar credential preferred.
• 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?

• Depending on your level of experience and credentials, competitive base salary starting at: $90,000 – $110,000. This role is also eligible for an 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.

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.

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.

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