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    Client Manager - Seattle, United States - Freestone Capital Management

    Freestone Capital Management
    Freestone Capital Management Seattle, United States

    2 weeks ago

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    Description
    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 Client Manager in our Seattle office.

    Client Service Managers at Freestone support senior advisors and direct workflow for junior client service associates on the same Advisory Team.

    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.

    A desire to mentor and develop client service associates is required.

    Job Responsibilities
    Act as the main point of contact for client inquiries and requests, developing strong relationships as a trusted contact who proactively understands client financial needs
    Display a mastery of operational and client service functions regarding client accounts, with a desire to be a leader in creating and implementing efficient processes within the established Advisor Team and across the broader client service group
    Craft and deliver financial planning, estate planning, and insurance reviews, both independently and in coordination with the wealth planning team
    Participate actively in prospect and client meetings by building proposal allocations, presenting initial financial plans, and executing a successful implementation process for new clients
    Oversee account rebalances and fielding client requests; ensure completion of such requests and appropriate communication with the client
    Coordinate annual tax reporting and completion of relevant tax documentation with CPAs for tax planning
    Provide oversight on practice management within the Advisor Team including developing, organizing, and tracking team projects and seeing them through to successful completion
    Participate in training and mentoring future team members; and providing assistance in onboarding new advisors' clients

    Skills/Experience
    A minimum of six years of RIA client service experience required
    Bachelor's degree required, Business related degree preferred
    Series 65 or 66 licensed required
    CFP designation preferred, or willingness to obtain within the first two years
    Knowledge of investment solutions and financial planning required
    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 as a leader
    Time management and organizational skills; ability to manage multiple responsibilities, project management, and changing priorities
    Experience with Schwab Advisor Center, Tamarac CRM 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 $90,000 - $110,0000, 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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