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Senior Associate at Freestone Capital Management - ApplyBlast

Senior Associate

Freestone Capital Management

20 days ago

3.9 on Glassdoor

Minneapolis, Minnesota, United States

Onsite

Full Time

Senior

0 applicants

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About this role

The Senior Associate will join the growing Client Service team in Minneapolis to deliver exceptional client service and manage complex project operations within the wealth management space. This role involves leading new client onboarding, nurturing long-term client relationships, and providing high-touch administrative support. The position also includes mentoring team members and collaborating on process improvements to enhance overall service delivery.

Responsibilities

Lead new client onboarding and account implementation processes
Manage client portfolios and handle complex project oversight
Mentor junior associates and drive process improvement initiatives

Skills

Qualifications

Series 65

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.”