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

Client Service, Associate or Senior Associate

Minneapolis, MNOnsiteFull TimeSenior$70,000–$85,000 /yrPosted 1 month ago

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Required skills

  • client service
  • financial services industry
  • Series 65
  • Microsoft Office Suite
  • confidential information
  • project management skills
  • communication skills
  • relationship building
  • training
  • continuous improvement

Nice to have

  • Tamarac Reporting System
  • Fidelity Portfolio
  • Schwab Advisor Center
  • entrepreneurial spirit
  • wealth management

Role summary

An independent wealth and asset management firm with over $15 billion in AUM is seeking a Senior Associate for its growing Client Service team in Minneapolis. This role focuses on delivering exceptional client service, ensuring smooth operations, and managing complex projects within the wealth management space. Responsibilities include client onboarding, relationship management, handling inquiries, money movements, and serving as a mentor to new associates. The ideal candidate has 3+ years of client service experience in financial services, strong organizational and project management skills, and excellent communication abilities. A Bachelor's degree and Series 65 license (or ability to obtain) are required. The company offers a collaborative culture, professional development, and a competitive salary and benefits package.

Who We Are

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. With a team of over 135 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 to add an experienced Senior Associate to our new and growing Client Service team in Minneapolis. This role is ideal if you are passionate about and focused on remarkable client service, ensuring smooth operations, and the ability to handle complex project management with strong attention to detail in the wealth management space. This opportunity is ideal for someone who has an entrepreneurial spirit and would be excited to be part of helping build out our MN office. We are committed to your professional development and offer a path for career advancement within the organization.

Key Responsibilities

  • Client Service & Operations Excellence: Exhibit mastery of client service operations, ensuring the smooth execution of processes related to client portfolios, account management, and project oversight
  • Onboarding & Implementation: Lead the new client onboarding process, managing the implementation of accounts and services, and ensuring all related actions are completed with precision
  • Relationship Management: Develop and nurture strong, long-term relationships with clients by providing high-touch service and proactively addressing their needs. Independently handle non-Advisor-related inquiries, including administrative support, and money movements
  • Mentorship & Leadership: Serve as a trusted mentor to new Associates, leading training initiatives and fostering professional growth within the team
  • Collaboration & Process Improvement: Spearhead and participate in a collaborative group with your peers to regularly review and discuss topics related to client communication, streamlining processes, and promoting best practices

    • Qualifications and Skills

  • Bachelor’s degree required
  • Series 65 (or equivalent) or ability to obtain upon hire within 6 months
  • 3+ years of client service experience in the financial services industry
  • Ability to handle confidential information with discretion and integrity
  • Proven ability to manage multiple client service functions, demonstrating strong organizational and project management skills
  • Exceptional communication and interpersonal skills, with a passion for building relationships and delivering outstanding client experiences
  • Experience mentoring, coaching, and training team members to enhance knowledge and performance
  • A proactive mindset with a focus on continuous improvement and collaboration
  • Excellent skills in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
  • Knowledge of Tamarac Reporting System and Fidelity Portfolio and Schwab Advisor Center are a plus

    • Why Join Us?

  • The expected base salary for this position is $70,000 - $85,000, 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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