Client Service Intern - Summer 2025

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 more than $11 billion in assets under advisement. Headquartered in Seattle, Washington, with a team of over 115 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning.  

We also have offices in San Francisco, Silicon Valley, Santa Barbara, and Anchorage. Consider joining us!   

The Opportunity: Intern  

Freestone is searching for qualified candidates to join our Client Service Team as a Client Service Intern in Seattle, WA. The Intern program generally runs from mid-June to mid-August, with continuous training and networking opportunities throughout.  As the summer progresses, learning and project responsibilities also progress and there may be an opportunity for an extended term. Exceptional interns with a demonstrated interest in and aptitude for Client Service may be offered a full-time opportunity to stay on with Freestone long-term as an Analyst. 

Successful candidates for this position will have a demonstrated track record of both educational and professional achievement, along with a passion for going above and beyond, operational efficiency, proactive problem solving and a strong interest in financial services. 

What You’ll Be Doing 

• Provide operational and administrative support to the Client Advisor Team in their daily business practices  
• Help organize, track, and assist with team projects, seeing them through to a successful completion 
• Prepare forms such as new account forms, beneficiary updates, and other custodial maintenance related forms for the Client Advisor Team 
• Assist in preparing relevant marketing materials and proposals for prospective client meetings 
• Maintain key client information and updates in the CRM and reporting system 
• Provide backup support for administrative functions, including covering the reception desk 

Your Competencies and Characteristics

• Rising Seniors in pursuit of a degree preferably in Finance, Business Administration, Economics or similar focus area   
• Excellent skills in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) 
• Self-starter who can work independently on projects with little oversight 
• Strong attention to detail and operational processes 
• Exceptional listening, written and verbal communication skills 
• Time management and organizational skills; ability to manage multiple responsibilities and changing priorities 
• Capability to manage projects independently and readiness to assume a high level of responsibility 
• Demonstrated outstanding client service and interpersonal skills 
• Ability to thrive in a team environment 

Compensation 

• Expected hourly wage is $25 / hour with the potential for college credit if applicable. 
• Catered lunches Monday – Thursday in office   

The anticipated start date for this internship will be June of 2025.  This is an on site, in office full-time internship.  Relocation and housing assistance is not provided.

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.

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