Client Service Associate
US$90,000 – US$125,000 / yr base salary
Posted 10 Feb 2026
Advertised as “Client Service, Senior Associate”
BranchFactor Summary
The original posting with the fluff stripped out
- Expected experience
- 3+ yrs
- Management level
- People management
| Base salary | US$90,000 – US$125,000 / yr |
|---|
CertificationsSeries 65
Study levelBachelor's
Who We Are
At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 27-year history of consistent growth and success, we are an independent wealth and asset management firm with over $15 billion in assets under management. Headquartered in Washington, with a team of over 120 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 adding an experienced Senior Client Service Associate to our team! This role is ideal if you are passionate about client service, operations, and project management in the financial services industry. Freestone is committed to your professional development and offers a path for career advancement within the organization.
Key Responsibilities
- Client Service & Operations Excellence: Exhibit mastery of client service operations, ensuring the smooth execution of processes related to client portfolios, account management, and project oversight.
- Onboarding & Implementation: Lead the new client onboarding process, managing the implementation of accounts and services, and ensuring all related actions are completed with precision.
- Relationship Management: Develop and nurture strong, long-term relationships with clients by providing high-touch service and proactively addressing their needs. Independently handle non-Advisor-related inquiries, including administrative support, and money movements.
- Mentorship & Leadership: Serve as a trusted mentor to new Associates, leading training initiatives and fostering professional growth within the team.
- Collaboration & Process Improvement: Spearhead and participate in a collaborative group with your peers to regularly review and discuss topics related to client communication, streamlining processes, and promoting best practices.
- General Office Support: Assist with ad hoc projects and office management responsibilities as needed to support the team.
Qualifications & Skills
- Bachelor's degree required (Finance or Business degree preferred).
- Series 65 (or equivalent) or ability to obtain within 6 months of hire is required.
- 3+ years of client service experience in the financial services industry.
- Bilingual (English/Mandarin and/or English/Cantonese) required.