Senior Client Service Associate
San Francisco, CA
Full Time
Mid Level
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 Senior Client Service Associate (Senior CSA) in our San Francisco office. 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.
Job Responsibilities
Skills/Experience
Your Competencies and Characteristics
The expected annual base salary for this position is $95,000 - $105,000, 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 Senior Client Service Associate (Senior CSA) in our San Francisco office. 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.
Job Responsibilities
- Provide operational and administrative support to Client Advisors and Client Managers in their daily business practices
- Act as a point of contact for client issues and concerns and present complex information to knowledgeable clients
- Organize, track, and lead team projects; seeing them through to successful completion
- Assist in preparing relevant marketing materials and proposals for prospective client meetings
- Generate and substantiate household and portfolio reports for meetings with existing clients
- Initiate trade orders and account rebalances by means of client requests; ensure completion of such requests and appropriate communication with the client
- Maintain key client information in CRM and reporting systems
- Manage individual client web portals and educate clients on the relevant capabilities and services
- Manage projects within the team environment and create efficiencies and process
- Coordinate annual tax reporting and completion of relevant tax documentation with CPAs
Skills/Experience
- A minimum of three years of RIA client service experience required
- Bachelor’s degree required, Business related degree preferred
- Series 65 or 66 licensed preferred or obtain within first 6 months of employment
- Knowledge of investment solutions and financial planning preferred
- 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
- Time management and organizational skills; ability to manage multiple responsibilities, project management, and changing priorities
- Experience with Schwab Advisor Center, Tamarac CRM and Advisor View 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 $95,000 - $105,000, 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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