About the Role We are seeking a detail-oriented client services professional to join our team in Los Altos. This is a newer and growing location for Freestone, and we're looking for people excited to help us build out this location. This role is ideal for an early to mid career professional who excels in client service, operations, and project management within the financial services industry. Freestone is committed to professional development and offers a path for career advancement within the organization.
In this role, you will foster strong client relationships and provide 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 candidate has 2 or more years of client service experience in the financial services industry and has or is willing to obtain the Series 65 license.
Key Responsibilities - Client Account & Service Excellence: Act as a trusted resource for clients, ensuring smooth account operations and exceptional service, while working closely with advisors and the broader client service team.
- Strategic Advisor Partnership: Build a strong rapport with advisors, anticipating their needs and streamlining processes to enhance efficiency and service delivery.
- Operational & Administrative Leadership: Take ownership of key administrative functions while expanding into higher-level client service responsibilities.
- Technical Mastery & Autonomy: Develop deep expertise in our internal account management systems to independently:
- Drive client account onboarding, service process and coordination.
- Respond to client inquiries with confidence and precision.
- Prepare comprehensive meeting materials.
- Process trade tickets and execute transactions seamlessly.
- Manage account-related tasks (cash movement, wires, journals, etc.) with minimal supervision.
- Generate and analyze ad hoc reports.
- General Office Support: Assist with ad hoc projects and office management responsibilities as needed to support the team.
Qualifications and Skills - Bachelor's degree required (Finance or Business degree preferred).
- Series 65 (or equivalent) or ability to obtain within 6 months of hire.
- 2-4+ 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, solutions-driven approach with the ability to work both independently and collaboratively.
- Discreet in handling sensitive and confidential information.
Why Join Us? - The expected base salary for this position is $85,000 - $100,000, depending on experience and skill set. In addition, the position is eligible for a discretionary bonus based on company and individual performance.
- Comprehensive benefits, including medical, dental, vision, and prescription coverage, 401(k) matching, life and disability insurance, parental leave, and flex spending.
- Generous paid time off-17 days of vacation, plus 10 paid holidays, Summer Fridays.
- Meal perks, company events, team celebrations, and more.
- A collaborative, fun, and supportive culture where you're encouraged to innovate and grow.
