Client Service Associate - Seattle, WA

Freestone is an independent wealth advisor to select individual investors, high net worth families and institutions with offices in Seattle, Portland, Santa Barbara and San Francisco. We provide a personalized experience combining rational, intelligent advice and sophisticated investment strategies. To learn more about Freestone, please visit our website at www.freestonecapital.com.

Freestone is searching for qualified, entry-level candidates to join our Client Service Team as a Client Service Associate (CSA) in Seattle, WA. Successful candidates for this position will have a demonstrated track record of educational achievement, along with a passion for introducing operational structure and efficiency within a financial services environment. 

Job Responsibilities

  • Provide operational and administrative support to Client Advisors/Relationship Managers in daily business practices

  • Assist in preparing relevant paperwork, marketing materials and proposals for prospective and current client meetings

  • Execute on meeting follow-up activities such as implementing portfolio changes, scanning important documents and communicating timely updates with the Client Advisor Team

  • Generate and substantiate household and portfolio reports for meetings with existing clients

  • Monitor cash flows for client portfolios daily

  • Initiate trade orders and account rebalances by means of client request; ensure completion of such requests and appropriate communication with client

  • Maintain key client information in CRM and reporting systems

  • Manage individual client web portals and educate clients on the relevant capabilities and services

  • Coordinate annual tax reporting and completion of relevant tax documentation with CPAs

Skills/Experience

  • Bachelor’s degree

  • Passionate to learn the financial services industry from the ground up

  • Excellent skills in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

  • Demonstrated outstanding client service and interpersonal skills

  • Exceptional listening, written and verbal communication skills

  • Ability to thrive in a team environment

  • Time management and organizational skills; ability to manage multiple responsibilities and changing priorities

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.

Ready to get started? Contact a Client Advisor