About this role
Client Service, Senior Associate at Freestone Capital Management. Location: San Francisco, California, United States. Role: Client service, Onboarding, Relationship management Requirements: 4+ years client service in financial services; Series 65 or equivalent; Bachelor’s degree (or substantial experience); strong communication; mentoring ability; MS Office; familiarity with Tamarac and Schwab Advisor Center. Category: Customer Service Seniority: Mid Level Tools: Microsoft Office Suite, Tamarac Reporting System, Schwab Advisor Center Certifications: series 65 Commitment: Full Time Workplace: Onsite Languages: English