What are the responsibilities and job description for the Senior Client Service Associate position at Freestone Capital Management?
Who We Are
At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 25-year history of consistent growth and success, we are an independent wealth and asset management firm with close to $11 billion in assets under advisement. Headquartered in Washington, with a team of over 100 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning.
The Opportunity : Senior Client Service Associate
Freestone is searching for a qualified candidate to join our Client Service Team as a Senior 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.
What You'll Be Doing
- Provide operational and administrative support to Client Advisors and Client Managers in their daily business practices
- Act as the primary point of contact for client issues and concerns and present complex information to knowledgeable clients
- 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 or advisor 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
- Manage projects within the team environment and create efficiencies and process
Your Experience
About You
Why Join Us?
Our Core Values
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.
For information about our privacy practices, including disclosures for California residents, please see our Privacy Notices.
Salary : $95,000 - $105,000