Client Service, Associate or 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 26-year history of consistent growth and success, we are an independent wealth and asset management firm with over $ 14 billion in assets under management . Headquartered in Washington, with a team of over 120 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 seeking a detail-oriented client services professional to join our team in Anchorage, Alaska. This is a unique opportunity to be a founding member of the Anchorage office. This is a hybrid role, and you must be comfortable working remotely for 2-3 days per week.

This role is ideal for a professional who excels in client service, operations, and project management within the financial services industry. In this role, you will foster strong client relationships and provide high-level operational and administrative support. This is an exciting opportunity to be a part of a growing and fast-paced firm dedicated to excellence in wealth management.

Freestone is committed to professional development and offers a path for career advancement within the organization. The ideal candidate has 2 or more years of client service experience in the financial services industry and has or is willing to obtain the Series 65 license.

Key Responsibilities

Client Account Service Excellence : Acts as a trusted resource for clients, ensuring smooth account operations and exceptional service, while working closely with an advisor and the broader client service team. Strategic Advisor Partnership : Builds a strong rapport with the advisor, anticipates their needs and streamlines processes to enhance efficiency and service delivery.

Responsibilities

Technical Mastery Autonomy: Develops deep expertise in our internal account management systems to independently: Generate and analyze ad hoc reports. Respond to client inquiries with confidence and precision. Prepare comprehensive meeting materials.

Process trade tickets and execute transactions seamlessly. ) with minimal supervision.

Qualifications

and Skills Bachelor's degree required (Finance or Business degree preferred). Series 65 (or equivalent) or ability to obtain upon hire is preferred. 2–4+ years of experience in a client service role within financial services.

Series 65 designation preferred, or willingness to obtain within six months. Exceptional attention to detail and ability to manage multiple priorities in a fast-paced setting. Strong interpersonal and communication skills, with a client-first mindset.

A proactive, solutions-driven approach with the ability to work both independently and collaboratively.

Why Join Us

Competitive base salary and this position may be eligible for a discretionary bonus based on company and individual performance.

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.

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.