Client Service, Senior Associate

Client Service, Senior Associate

San Francisco, CA

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 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.

Key Responsibilities

• Client Service & Operations Excellence: Exhibit mastery of client service operations, ensuring the smooth execution of processes related to client portfolios, account management, and project oversight.
• Onboarding & Implementation: Lead the new client onboarding process, managing the implementation of accounts and services, and ensuring all related actions are completed with precision.
• 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.
• Mentorship & Leadership: Serve as a trusted mentor to new Associates, leading training initiatives and fostering professional growth within the team.
• 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.
• General Office Support: Assist with ad hoc projects and office management responsibilities as needed to support 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.
• 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.

Why Join Us?

• The expected base salary for this position is $90,000 - $125,000 depending on experience and skill set. In addition, the position is eligible for a discretionary bonus based on company and individual performance.
• Comprehensive benefits, including medical, dental, vision, and prescription coverage, 401(k) matching, life and disability insurance, parental leave, and flex spending.
• Generous paid time off17 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 growthboth 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.