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Client Services Professional at Freestone Capital Management - ApplyBlast

Client Services Professional

Freestone Capital Management

2 months ago

3.9 on Glassdoor

Los Altos, California, United States

Onsite

Full Time

Medior

0 applicants

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About this role

Freestone is seeking a detail‑oriented client services professional to join its growing Los Altos office. The role supports advisors and team members by managing client accounts, handling operational and administrative tasks, and providing high‑level service. Candidates should have 2+ years of client service experience in financial services and be willing to obtain a Series 65 license.

Responsibilities

Act as trusted resource for clients ensuring smooth account operations
Build strong rapport with advisors and streamline processes
Drive client account onboarding, process trade tickets, and generate reports

Skills

Qualifications

Bachelor's degree (Finance or Business preferred)Series 65 license (or ability to obtain within 6 months)

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.”