Client Services Intern - Summer 2024

Freestone is building the digitally integrated 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, and Santa Barbara. 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.

Unique Opportunity:

Freestone is searching for qualified candidates to join our Client Service Team as a Client Service Intern in Seattle, WA. 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 within a financial services environment.

Job Responsibilities

• Provide operational and administrative support to the Client Advisor Team in their daily business practices
• Help organize, track, and assist with team projects, seeing them through to a successful completion
• Prepare forms such as account applications, beneficiary updates, money movements, etc. for the Client Advisor Team
• Assist in preparing relevant marketing materials and proposals for prospective client meetings
• Maintain key client information in CRM and reporting systems
• Ad hoc office assistance may also be required

Skills/Experience

• Rising Seniors in pursuit of a degree in Finance or Business Administration
• Excellent skills in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Strong attention to detail and operational processes
• Exceptional listening, written and verbal communication skills
• Ability to thrive in a team environment
• Time management and organizational skills; ability to manage multiple responsibilities and changing priorities

Compensation

• Hourly wage with the potential for college credit if applicable.
• Catered lunches M-Th

The expected hourly wage for this position is $20/hour. The anticipated start date for this position is May or June 2024.

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.