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Freestone Capital Management Verified
Financial Services, Wealth Management, Investment Management

Operations Analyst

Seattle, WAOnsiteFull TimeEntry-level (exp-based)$80,000–$100,000 /yrPosted 1 month ago

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Required skills

  • Tamarac Reporting
  • Practifi CRM
  • Microsoft Excel
  • AI
  • automation tools
  • client paperwork
  • operational documentation
  • client-facing financial reporting
  • operational applications
  • client onboarding

Nice to have

  • financial services industry
  • SQL
  • investment performance measurements
  • statistics

Role summary

Freestone, a wealth and asset management firm, seeks an early-career Operations Analyst for its Seattle office. This role provides operational support across client advisory, service, compliance, investments, and accounting departments. The analyst will become an expert in Tamarac Reporting and Practifi CRM, optimize operational processes using AI and automation, manage client paperwork, and resolve operational issues. The ideal candidate has a Bachelor's degree in a relevant field, 1-3 years of financial services experience (recent graduates considered), proficiency in Excel, and strong problem-solving and communication skills. This is an onsite, full-time position with a salary range of $80,000-$100,000.

Who We Are

At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 27-year history of consistent growth and success, we are an independent wealth and asset management firm with over $15 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 looking for an early career analyst that is ready to join our team in Seattle. Under the guidance of more seasoned teammates, you will provide operational support across all teams within the organization. You should be comfortable communicating with a diverse set of people and be excited about solving problems.

If you’re excited to learn fast and make an impact, we want to hear from you.

What You’ll Be Doing

  • Provide excellent operational service and support to all of Freestone’s departments: Client Advisory, Client Service, Compliance, Investments, and Accounting.
  • Become a subject matter expert in Tamarac Reporting and Practifi CRM.
  • Seek opportunities to streamline and optimize Freestone’s operational processes; automate workflows whenever possible.
  • Process and manage client paperwork and operational documentation, ensuring information is complete, accurate, and processed in a timely manner.
  • Experiment and find new ways to leverage Claude and automation tools to improve operational efficiency, document repeatability, and the client experience.
  • Support Freestone’s quarter-end processes with precision and efficiency
  • Research and resolve ad hoc operational issues surrounding client-facing financial reporting and Freestone’s operational applications.
  • Identify opportunities to improve client onboarding and paperwork processes, using AI and automation to eliminate repetitive tasks and create more scalable workflows.
  • Partner with internal teams to develop and refine AI-enabled processes, balancing efficiency with appropriate quality controls and human review.

    • Qualifications and Skills

  • Bachelor’s degree in finance, economics, accounting, computer science, business analytics, or business management; other degrees will be considered.
  • 1-3 years of experience in the financial services industry preferred; exceptional recent graduates will also be considered.
  • Proficient in Microsoft Excel.
  • Experience with SQL preferred, but not a requirement.
  • Team oriented character with an exceptionally strong work ethic.
  • Approachable, personable team player who treats others in a humble and kind manner.
  • Strong problem-solving and research skills.
  • Interested in starting a career in Financial Services.
  • Solid understanding of investment performance measurements and statistics a plus.
  • Ability to handle confidential information with discretion and integrity.
  • Demonstrated outstanding client service and interpersonal skills.
  • Exceptional listening, written and verbal communication skills.
  • Ability to independently manage multiple responsibilities and changing priorities.
  • Strong time management and organizational skills.
  • Self-starter with close attention to detail.
  • A commitment to consistently producing a high-quality work product.

    • Why Join Us?

  • The expected base salary for this position is $80,000 - $100,000 depending on experience and skill set. In addition, the position is 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 off—17 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 growth—both 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.

    We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

    For information about our privacy practices, including disclosures for California residents, please see our Privacy Notices.

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