Client Service, Analyst at Freestone… · San…

Summary: Freestone Capital Management is an independent wealth and asset management firm dedicated to delivering personalized client experiences. They are seeking an early-career Analyst to provide proactive client service and operational support, while developing expertise in account management systems and assisting with various projects. Responsibilities: - Act as a trusted resource for the broader Client Service team and advisors to ensure smooth and accurate account operations service, including Client onboardings - Provide direct support to the Client Service team by providing coverage during high-volume periods, leaves of absence, or other business needs - Develop deep expertise in our internal account management systems to independently: - Generate and analyze ad hoc reports - Prepare comprehensive meeting materials - Process trade tickets and execute transactions seamlessly - Manage account-related tasks (cash movement, wires, journals, etc.) with minimal supervision - Ad hoc projects for the broader Client Service team - Support new Advisor onboarding initiatives Required Qualifications: - Bachelor's degree (preferably in finance, business or a related field) - Ability to obtain Series 65 (or equivalent) within 12 months - 0-2 years of experience in a client service role within financial services - 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, solution-driven approach with the ability to work both independently and collaboratively Required Skills: Series 65 license, Client service in financial services, Account management systems, Trade ticket processing, Transaction execution, Report generation, analysis, Meeting material preparation, Cash movement management, Wire transfers, Journal entries, Client-first mindset, work collaboratively Benefits: Comprehensive benefits, including medical, dental, vision, and prescription coverage, 401(k) matching, Life and disability insurance, Parental leave, Flex spending, Generous paid time off—17 days of vacation, plus 10 paid holidays, Summer Fridays, Meal perks, Company events, Team celebrations, and more