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Client Service, Analyst at Freestone Capital Management - ApplyBlast

Client Service, Analyst

Freestone Capital Management

6 months ago

3.9 on Glassdoor

Seattle, WA

Onsite

Full Time

Junior

0 applicants

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About this role

A Client Service Associate at Freestone provides proactive client service and high-level operational and administrative support to advisors and team members. The role involves ensuring smooth account operations, managing account-related tasks, and supporting new Advisor onboarding initiatives.

Skills

Qualifications

Bachelor’s DegreeSeries 65 LicenseClient Service Experience

About Freestone Capital Management

freestonecapital.com

Headquarters

Seattle, Washington, United States

Company Size

51-200 employees

Founded

1999

View Profile

Freestone Capital (also operating as Freestone Capital Management) is an independent Seattle-based wealth services firm with offices across California and Alaska. The firm provides wealth management, financial planning, and asset management to help individuals and families manage investments, plan for retirement, and coordinate financial goals. Freestone emphasizes personalized, client-focused advice and aims to give clients the “freedom to focus on what truly matters.”