Client Service Associate – San Francisco, CA

Freestone is building the digitally integrated wealth services firm of the future. We believe making a difference happens by focusing on what truly matters to our clients. If you are passionate about helping people and serving a greater purpose in life and work, Freestone is the home for you.

We are an independent wealth advisor to select families with offices in Seattle, San Francisco, and Santa Barbara. We provide a personalized experience combining rational, intelligent advice and sophisticated investment strategies, delivered via beautiful technology.

We live our values of collaboration, commitment and continuous improvement every day and welcome new Freestoners to join us.

Freestone is searching for qualified candidates to join our Client Service Team as a Client Service Associate (CSA) in San Francisco, CA. Successful candidates for this position will have a demonstrated track record of both educational and professional 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 their daily business practices

• Act as primary point of contact for client issues and concerns

• Organize, track, and lead team projects; seeing them through to a successful completion

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

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

• 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


• Bachelor’s degree    

• 2+ years of client service preferred, but not required, specifically focused in the financial industry

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

• High level of comfort working with high net worth individuals

• 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

• Ideal: Experience with Tamarac applications: CRM, Advisor View

Applications should be submitted via LinkedIn directly or by using this link: https://freestone.applytojob.com/apply/HYUEhagh7Z/Client-Service-Associate-San-Francisco

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.

In order to ensure a healthy and safe work environment, Freestone is requiring all new employees to be fully vaccinated and provide proof of their COVID-19 vaccination on or before their start date. Candidates who cannot receive the vaccine because of a disability-related reason or sincerely-held religious belief may request an accommodation related to this requirement.

Ready to get started? Contact a Client Advisor