Client Service Operations, Senior Associate

Who We Are

At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 25-year history of consistent growth and success, we are an independent wealth and asset management firm with over $12 billion in assets under advisement. Headquartered in Washington, with a team of over 115 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 

This is a highly skilled, detail-oriented position focused on operational infrastructure, training, and procedural oversight. The Senior Associate will provide critical leverage to the Managing Director of Client Service, ensuring that our training resources, procedures, and standards are well-documented, consistently applied, and tailored to meet the evolving needs of the team.  

Key Responsibilities: 

• Define and Optimize Workflows
  
  
  
  • Provide support with implementing strategic projects aimed at standardization, automation, and process enhancement  
  
  
  
  


• Train and Develop New Team Members
  
  
  
  • Customize and lead new hire training based on CSA role and advisor team structure  
  
  
  
  


• Document and Maintain Procedures
  
  
  
  • Codify and memorialize Client Service processes, procedures, workflows, and training materials including shared resource libraries, internal documentation, intranet and tools that support knowledge retention  
  
  
  
  


• Project Manage Advisor Transitions 
  
  
  
  • Support and manage Client Service activities for incoming Advisors including paperwork tracking, onboarding timelines, and reporting  
  
  
  
  


• Drive Team Adoption and Change Management
  
  
  
  • Act as the department’s point person for updates related to systems, workflows, vendors, and service protocols  
  
  
  
  


• Departmental Liaison
  
  
  
  • Collaborate cross-functionally with other departments such as Ops and Compliance to ensure changes are implemented seamlessly  
  
  
  • Assist in coordinating department meetings, onboarding schedules, and procedural launches  
  
  
  • Ad hoc projects as needed or useful to support the business  
  
  
  
  

Qualifications & Skills: 

• Bachelor’s degree (or substantial financial services experience) 


• 5+ years of client service experience in financial services, operations or client service roles; RIA and Wealth Management experience preferred 


• Proven ability to optimize processes that support internal teams 


• Strong documentation, organization, project management and systems experience 


• Exceptional communication and interpersonal skills 


• 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 Schwab Advisor Center are a plus 


• Ability to handle confidential information with discretion and integrity 

Why Join Us? 

• The expected base salary for this position is $110,000 - $125,000 depending on experience and skill set and, 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.

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