Client Service, Senior Associate
$85k - $100kFreestone Capital Management
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 an accomplished Senior Associate in Client Service to join one our team. The ideal candidate is a highly organized professional with exceptional communication skills, strong financial acumen, and a proactive approach to project management. They demonstrate sound judgment, take ownership to drive initiatives to completion, and embody professionalism and positivity in every client and team interaction. Freestone is committed to your professional development and offers a path for career advancement within the organization. This is a full-time, hybrid role, at our Seattle headquarters. Key Responsibilities
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 Privacy Notices.
- 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.
- 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.
- 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.
- Depending on your level of experience and credentials, competitive base salary starting at: $85,000 - $100,000. 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.
- 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. For information about our privacy practices, including disclosures for California residents, please see our Privacy Notices.
Vacancy posted 28 days ago
Similar jobs that could be interesting for youBased on the Client Service, Senior Associate in Seattle, WA vacancy
$90k - $120k
...Senior Client Service Associate Robertson Stephens Wealth Management ("Robertson Stephens") is a privately held national wealth management firm with roots in one of the country's most legendary tech-focused investment banks. In the 1990s, the original Robertson Stephens...SeniorTemporary workWork at officeFlexible hoursVodia Ventures
Bellevue, WA1 day ago- ...Senior Office Services Associate/Driver Bellevue, WA, USA 24.00-28.00 per hour DOE Hourly Full Time Eligible for: PTO (Vacation, Sick, and Holiday), Medical, Dental, Vision Insurance, 401k, and more! Now is a great time to join our growing company! The...SeniorHourly payFull timeWork at office
- ...to handle complex customer inquiries related to their sleep health products. This fully remote role requires 2+ years of customer service experience and proficiency in helpdesk software like Zendesk. Benefits include competitive pay, company-paid health insurance, and...SeniorRemote workFlexible hours
School Result
Seattle, WA4 days ago $17.29 - $25.94 per hour
...Sr. Customer Service Representative The Sr. Customer Service Representative conducts... ...procedures in order to ensure that all clients are provided with an exceptional client... ...service experience, processing all paperwork associated with transactions including properly...SeniorNight shiftPhenom People
Bellevue, WA1 day ago$179k - $262k
...Senior Manager, Transaction Advisory Service We are currently searching for a Senior Manager to join our Transaction... ...advisory services to our clients to meet their complex financial needs... ...Care and Teach philosophy, helping associates meet their professional goals...SeniorShift work- ...Description The Senior Surety Client Manager supports Producers and Account Executives in all prospecting and account management initiatives... ...teamwork and prioritization skills, and highly effective customer service capabilities Ability to handle multiple priorities using...SeniorTemporary workWork experience placementLocal areaVisa sponsorshipWork visaFlexible hours
Willis Towers Watson
Seattle, WA3 days ago - ...Senior Account Manager Lockton is seeking a motivated and detail-oriented... ...relationships, exceeding client expectations, and providing excellent client service. As a Senior Account Manager, you... ...clients, project team members, and associates at all levels of responsibility,...SeniorWork at officeNight shift
- ...that include accounting, timekeeping, and payroll support. Assignments and projects in these functional areas will vary between Associates and may change from time to time; however, the nature and scope of the work, specific procedures/processes applied and general knowledge...SeniorContract workWork at officeLocal areaImmediate startFlexible hours
City of Kirkland
Kirkland, WA4 days ago $53.71k - $56.8k
...diverse array of employees and clients we engage with every day.We... ...homelessness through programs and services that save lives, improve... ...experience. Wellness Manager for our Senior Services department. Position... ...: High School Diploma or Associates Degree; 5-6 yrs. social...SeniorImmediate startMonday to FridayThea Bowman House , Inc.
Seattle, WA4 days ago$70k - $100k
...proactively managing of assigned Premier in Client Tiers 2 and 3 (HNW & Affluent).... ...to perform essential functions and meet service standards and Best Practices developed by... ...approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices...SeniorTemporary workLocal areaFlexible hours$22 - $28 per hour
...modernized technology platforms, elevated technology support, and valuable insights, empowering our clients to excel in what they do best. The Office Services Associate position will be a highly visible point of contact to our internal and external guests in the...Hourly payWork at officeLocal areaOpensity Solutions
Seattle, WA4 days ago$77k - $202k
...Front Office Strategy Consulting - PLS Customer Analytics - Senior Associate The Opportunity: As a Front Office Strategy Consulting - PLS... ..., visualization, and statistical modeling to support clients in solving complex business problems. As a Senior Associate,...Senior- ...at GardaWorld! Join our dynamic team as a Senior Program Director in Seattle, WA, where... ...at one of our key accounts. You'll handle client issues, communicate with key contacts, and... ...relationships to enhance the client's security services. Your responsibilities include updating...SeniorWork at officeLocal area
$163.2k - $220.8k
...Senior Manager, Client Service Wilson Sonsini is the premier legal advisor to technology, life sciences, and other growth enterprises worldwide. We represent companies at every stage of development, from entrepreneurial start-ups to multibillion-dollar global corporations...SeniorImmediate startWorldwide- ...Senior Consultant A senior member of the service delivery team, the Senior Consultant is responsible for executing on projects with clients across a variety of industries and delivering transformational change and competitive advantage. Senior Consultants will be...Senior
$125k - $220k
...Senior Tax Manager, Client Accounting Services Join Aprio's Client Accounting Services team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Senior Tax Manager, Client Accounting Services to join their...SeniorFull timeWork experience placementLocal areaRemote workFlexible hours$21.32 - $32.49 per hour
...Sr Financial Services Representative - Weekends Off! As a top-performing financial institution, Pacific Premier Bank is dedicated to... ...culture. You will help deliver a memorable experience through our Client Service Standards, ensuring consistent customer satisfaction,...SeniorMonday to FridayFlexible hours$90k - $110k
Sales Development Representative We are seeking a Sales Development Representative to join our team at Transfr! This is a unique opportunity to be part of a fast-growing team and have a direct impact on expanding our market presence by building a robust sales pipeline...SeniorFull timeLocal areaRemote workFlexible hours- ...Providence-Swedish- in Seattle, WA is seeking a Front Office Clerk to perform various clerical tasks within rehabilitation services. You will handle patient registration, scheduling, and provide excellent customer service. Required qualifications include 1 year of receptionist...Senior
Providence-Swedish-
Seattle, WA3 days ago - ...Tax Senior Manager, Private Client & Family Office Services The Tax Senior Manager, Private Client & Family Office Services (PCS-FOS) acts as a leader within... ...Supervisory Responsibilities: Supervises associates, senior associates and managers on all projects...SeniorWork at office
- ...ownership and drive real change. Constantly grow as you work hard for a mission that matters at a company where you matter. Your Impact You will be a key leader within the Enterprise team at Axon. This is a Senior Account Executive role on a “startup #J-18808-Ljbffr...Senior
BOSTON TRUST WALDEN COMPANY
Seattle, WA3 days ago $30 - $33.65 per hour
...Markets, Futures, and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles,... ...office is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial Advisors and senior management. Responsibilities Provide sales...Work experience placementWork at officeLocal areaFlexible hoursWedbush
Seattle, WA4 days ago$54k - $71k
...Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies...Edelman Financial Engines
Kirkland, WA4 days ago- ...Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Work at officeLocal area
PowerToFly
Kirkland, WA12 hours ago $22.64 per hour
...Reports To: Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview The Mailroom Associate provides exceptional mail and shipping/receiving services, delivering operational functions in the following areas: processing inbound/outbound...Hourly payTemporary workWork experience placementWork at officeFlexible hoursSps-Global-6
Seattle, WA12 hours ago$22.64 per hour
...Job Title Client Services Associate Reports To: Client Services Leadership About the Role As a Client Services Associate, you aren’t just "handling mail"—you are the engine that keeps our workplace humming. You are a hospitality pro, a logistics wizard, and the face of...Hourly payTemporary workWork experience placementSPS North America Inc
Seattle, WA3 days ago$130k - $140k
...retail account with the challenge of developing new enterprise relationships in retail, ecommerce, technology, healthcare, financial services, manufacturing, and other complex industries. Success in this role requires a proactive, hunter-minded seller who generates...SeniorImmediate startMaetz Consulting, LLC
Seattle, WA3 days ago- ...Senior Customer Solutions Manager (CSM) Are you passionate about shaping the future... ...with your customer's mission? Amazon Web Services (AWS) is seeking a Senior Customer... ...will define opportunities and understand associated business and technical risks that are strategic...SeniorWorldwide
$156.2k - $234.2k
Square is looking for a tenured Account Executive with a strong new logo sales background and self-starter disposition to join our Outbound Sales Team. This role works with restaurant owners specifically, emphasis on Small/Mid-sized businesses. You will create your own...SeniorLocal areaJobr
Seattle, WA3 days ago- ...Windsor Communities in Seattle is looking for a Service Manager to oversee maintenance operations in a high-rise apartment community. The ideal candidate will have significant experience in general maintenance, exceptional customer service skills, and the ability to lead...Senior
Windsor Communities
Seattle, WA3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service, Senior Associate. Be the first to apply!
Related searches
- client success associate Seattle, WA
- client services associate Seattle, WA
- client account associate Seattle, WA
- client relationship associate Seattle, WA
- client solutions associate Seattle, WA
- office service associate Seattle, WA
- transaction services specialist Seattle, WA
- guest services associate Seattle, WA
- service advisors Seattle, WA
- food service officer Seattle, WA