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, San Francisco, and Santa Barbara. We provide a personalized experience combining rational, intelligent advice and sophisticated investment strategies. To learn more about Freestone, please visit our website at

Freestone is searching for qualified 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 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

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