Job Application for Client Service, Analyst 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 over $12 billion in assets under advisement. Headquartered in 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. 

About the Role

We are seeking a detail-oriented client services professional to join our team. This role is ideal for an early 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 0-2 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 the broader Client Service team and advisors to ensure smooth and accurate account operations service
Additional Operational & Administrative Support: Provide direct support to the Client Service team by providing coverage during leaves of absence, turnover, or high-volume periods 
Technical Mastery & Autonomy: Develop deep expertise in our internal account management systems to independently: 
- Generate and analyze ad hoc reports 
- Prepare comprehensive meeting materials 
- Process trade tickets and execute transactions seamlessly 
- Manage account-related tasks (cash movement, wires, journals, etc.) with minimal supervision  
Project Support: Ad hoc projects for the broader Client Service team

Qualifications & Skills:

Bachelor’s degree (or substantial financial services experience)
Series 65 (or equivalent) or ability to obtain upon hire is preferred
0-2 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

Why Join Us? 

The expected hourly rate for this position is $33 - 36 / hour depending on experience and skill set; The position may be 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

Our Core Values 

Commitment: You bring passion, integrity, and energy to everything you do
Collaboration: Working together makes us stronger, smarter, and more innovative
Continuous Improvement: We’re all about growth—both for our clients and ourselves

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.

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

For information about our privacy practices, including disclosures for California residents, please see our Privacy Notices. 

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Why Freestone? Why are you looking to make a change now?

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Client Service, Analyst

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