Client Service, Analyst

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$14billion in assets under management. Headquartered in Washington, with a team of over 120professionals, 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 areseekingdetail-oriented and service-obsessedprofessionalsto join our team!This role is ideal for an early-career professional who excels inorganization, coordination,operations, and project managementand has a strong interest in the wealth managementindustry. In this role, you willlearn how to provide proactive client service,and 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. The ideal candidateis entry level or less than one yearof client service experience in the financial services industry and is willing to obtain the Series 65 licensewithin12months of hire. This role willstart July 13, 2026. Key Responsibilities: Act as a trusted resource for the broader Client Service team and advisors to ensure smooth and accurate account operations service, including Client onboardings. Provide direct support to the Client Service team by providing coverage during high-volume periods, leaves of absence, or other business needs. Technical Mastery & Autonomy Develop deep expertise in our internal account management systems to independently: Generate and analyze ad hoc reports. Prepare comprehensive meeting materials. Process trade tickets and execute transactions seamlessly. Manage account-related tasks (cash movement, wires, journals, etc.) with minimal supervision. Project Support Ad hoc projects for the broader Client Service team. Support new Advisor onboarding initiatives. Qualifications & Skills: Bachelor’s degree (preferably in finance,businessora relatedfield). Ability to obtainSeries 65 (or equivalent)within 12month s. 0-2 years of experience in a client service role within financial services. 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,solution-driven approach with the ability to work both independently and collaboratively. Why Join Us? The expected annual salary for this position is$81,000depending on experience and skill set. Comprehensive benefits, including medical, dental, vision, and prescription coverage, 401(k) matching, life and disability insurance, parental leave, and flex spending. Freestone is committed to professional development and offers a path for career advancement within the organization. Generous paid time off—17 daysof vacation, plus 10 paid holidays, Summer Fridays. Mealperks, company events, team celebrations, and more. A collaborative, fun, and supportive culture whereyou’reencouraged 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’reall 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 seeour Privacy Notices. #J-18808-Ljbffr Freestone Capital Management