About this role
Client Service, Senior Associate at Freestone Capital Management. Location: Seattle, Washington, United States. Role: Overseeing workflows, Managing projects, Liaising partners Requirements: Bachelor’s degree; Series 65; 5+ years client service in financial services; proven team management; knowledge of investment management and financial planning; strong communication; organized; proficient in MS Office; Tamarac/Schwab Advisor Center preferred. Category: Customer Service Seniority: Mid Level Tools: Microsoft Office Suite, Tamarac, Schwab Advisor Center Certifications: series 65 Commitment: Full Time Workplace: Onsite Languages: English