Client Manager
Seattle, WA
Full Time
Experienced
Freestone is building the wealth services firm of the future. We believe making a difference happens by focusing on what truly matters to our clients. If you are passionate about helping people and serving a greater purpose in life and work, Freestone is the home for you.
We are an independent wealth advisor to select families with offices in Seattle, San Francisco, Santa Barbara, Silicon Valley, and Anchorage. We provide a personalized experience combining rational, intelligent advice and sophisticated investment strategies, delivered via beautiful technology.
We live our values of collaboration, commitment, and continuous improvement every day and welcome new Freestoners to join us.
Freestone is searching for qualified candidates to join our Client Service Team as a Client Manager in our Seattle office. Client Service Managers at Freestone support senior advisors and direct workflow for junior client service associates on the same Advisory Team. Successful candidates for this position will have a demonstrated track record of both educational and professional achievement, along with a passion for introducing operational structure and efficiency and superior client service skills in a financial services environment. A desire to mentor and develop client service associates is required.
Job Responsibilities
Skills/Experience
Your Competencies and Characteristics
The expected annual base salary for this position is $90,000 - $110,0000, dependent upon years of direct RIA experience. The position may also be available to receive a discretionary bonus based on company and individual performance. Our compensation and benefits package includes medical and prescription drug coverage, 401(k) contribution matching, group life, disability, long-term care, and accidental death insurance, ten (10) scheduled paid holidays per year, and 17 days of vacation per year.
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 an independent wealth advisor to select families with offices in Seattle, San Francisco, Santa Barbara, Silicon Valley, and Anchorage. We provide a personalized experience combining rational, intelligent advice and sophisticated investment strategies, delivered via beautiful technology.
We live our values of collaboration, commitment, and continuous improvement every day and welcome new Freestoners to join us.
Freestone is searching for qualified candidates to join our Client Service Team as a Client Manager in our Seattle office. Client Service Managers at Freestone support senior advisors and direct workflow for junior client service associates on the same Advisory Team. Successful candidates for this position will have a demonstrated track record of both educational and professional achievement, along with a passion for introducing operational structure and efficiency and superior client service skills in a financial services environment. A desire to mentor and develop client service associates is required.
Job Responsibilities
- Act as the main point of contact for client inquiries and requests, developing strong relationships as a trusted contact who proactively understands client financial needs
- Display a mastery of operational and client service functions regarding client accounts, with a desire to be a leader in creating and implementing efficient processes within the established Advisor Team and across the broader client service group
- Craft and deliver financial planning, estate planning, and insurance reviews, both independently and in coordination with the wealth planning team
- Participate actively in prospect and client meetings by building proposal allocations, presenting initial financial plans, and executing a successful implementation process for new clients
- Oversee account rebalances and fielding client requests; ensure completion of such requests and appropriate communication with the client
- Coordinate annual tax reporting and completion of relevant tax documentation with CPAs for tax planning
- Provide oversight on practice management within the Advisor Team including developing, organizing, and tracking team projects and seeing them through to successful completion
- Participate in training and mentoring future team members; and providing assistance in onboarding new advisors' clients
Skills/Experience
- A minimum of six years of RIA client service experience required
- Bachelor’s degree required, Business related degree preferred
- Series 65 or 66 licensed required
- CFP designation preferred, or willingness to obtain within the first two years
- Knowledge of investment solutions and financial planning required
- Excellent skills in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- High level of comfort working with high-net-worth individuals
- Demonstrated outstanding client service and interpersonal skills
- Exceptional listening, written, and verbal communication skills
- Ability to thrive in a team environment as a leader
- Time management and organizational skills; ability to manage multiple responsibilities, project management, and changing priorities
- Experience with Schwab Advisor Center, Tamarac CRM preferred
Your Competencies and Characteristics
- Ability to handle confidential information with discretion and integrity
- Strong problem-solving and research skills
- Team-oriented character with an exceptionally strong work ethic
- Self-starter with close attention to detail and follow-through
- A high energy level personality with a positive attitude towards challenges
- Ability to build client relationships with excellent rapport and credibility
- Ability to independently manage multiple responsibilities and changing priorities
- A commitment to consistently producing a high-quality work product
- Treats others in a humble and kind manner
The expected annual base salary for this position is $90,000 - $110,0000, dependent upon years of direct RIA experience. The position may also be available to receive a discretionary bonus based on company and individual performance. Our compensation and benefits package includes medical and prescription drug coverage, 401(k) contribution matching, group life, disability, long-term care, and accidental death insurance, ten (10) scheduled paid holidays per year, and 17 days of vacation per year.
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.
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