Client Service, Associate or Senior Associate

Client Service, Associate or Senior Associate

Anchorage, AK

At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 26-year history of consistent growth and success, we are an independent wealth and asset management firm with over $14 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 seeking a detail-oriented client services professional to join our team in Anchorage, Alaska. This is a unique opportunity to be a founding member of the Anchorage office. This is a hybrid role, and you must be comfortable working remotely for 2-3 days per week. This role is ideal for a professional who excels in client service, operations, and project management within the financial services industry. In this role, you will foster strong client relationships and provide high-level operational and administrative support. This is an exciting opportunity to be a part of a growing and fast-paced firm dedicated to excellence in wealth management. Freestone is committed to professional development and offers a path for career advancement within the organization.

The ideal candidate has 2 or more years of client service experience in the financial services industry and has or is willing to obtain the Series 65 license.

Key Responsibilities

• Client Account & Service Excellence: Acts as a trusted resource for clients, ensuring smooth account operations and exceptional service, while working closely with an advisor and the broader client service team.
• Strategic Advisor Partnership: Builds a strong rapport with the advisor, anticipates their needs and streamlines processes to enhance efficiency and service delivery.
• Operational & Administrative Leadership: Takes ownership of key administrative functions while expanding into higher-level client service responsibilities.
• Technical Mastery & Autonomy: Develops deep expertise in our internal account management systems to independently:
• Generate and analyze ad hoc reports.
• Respond to client inquiries with confidence and precision.
• Prepare comprehensive meeting materials.
• Process trade tickets and execute transactions seamlessly.
• Manage account-related tasks (cash movement, wires, journals, etc.) with minimal supervision.

Qualifications and Skills

• Bachelor's degree required (Finance or Business degree preferred).
• Series 65 (or equivalent) or ability to obtain upon hire is preferred.
• 24+ years of experience in a client service role within financial services.
• Series 65 designation preferred, or willingness to obtain within six months.
• Exceptional attention to detail and ability to manage multiple priorities in a fast-paced setting.
• Strong interpersonal and communication skills, with a client-first mindset.
• A proactive, solutions-driven approach with the ability to work both independently and collaboratively.

Why Join Us?

• Competitive base salary and this position may be eligible for a discretionary bonus based on company and individual performance.
• Comprehensive benefits, including medical, dental, vision, and prescription coverage, 401(k) matching, life and disability insurance, parental leave, and flex spending.
• Generous paid time off17 days of vacation, plus 10 paid holidays, Summer Fridays.
• Meal perks, company events, team celebrations, and more.
• A collaborative, fun, and supportive culture where you're encouraged to innovate and grow.

Our Core Values

• Commitment: You bring passion, integrity, and energy to everything you do.
• Collaboration: Working together makes us stronger, smarter, and more innovative.
• Continuous Improvement: We're all about growthboth for our clients and ourselves.

Freestone is an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.