Client Service, Senior Associate
Freestone Capital Management
About this role
Freestone, a well-established independent wealth and asset management firm with over $14 billion in assets, is looking for a Senior Associate in Client Service. The role involves managing client relationships, ensuring operational excellence, and leading onboarding processes in a hybrid work environment from Seattle.
Skills
Qualifications
About Freestone Capital Management
freestonecapital.comIndustries
Finance
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.”
Recent company news
PR NewswireForbes Names Freestone Capital Management One of America's Top RIA Firms for 2025
Oct 2, 2025
Multi-Housing NewsGT Capital, Freestone Acquire Seattle Multifamily Asset for $44M
Nov 26, 2025
PR NewswireFreestone Capital Management Expands Bay Area Team with the Addition of Seton McAndrews
Sep 8, 2025
PR NewswireFreestone Capital Management's Erik Morgan named to Barron's Top 100 Independent Advisors, Ranked #6 Nationally
Sep 23, 2025
Wealth ManagementRockefeller, Freestone Capital Attract Talent in Palm Beach, San Francisco
Oct 23, 2023
About Freestone Capital Management
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Freestone Capital Management.
Salary
$90k – $100k
per year