Wealth Client Services Specialist
Freestone Capital Management
Freestone Capital Management in Los Altos seeks a detail-oriented client services professional to join our growing team. You will support advisors, manage client accounts, and help elevate our client service and operations in a fast-paced wealth management environment. Requirements include 2+ years in client service in financial services, a Bachelor’s in Finance or Business, and a Series 65 or willingness to obtain. #J-18808-Ljbffr
Vacancy posted 4 days ago
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