We are looking to add an experienced Senior Associate to our new and growing Client Service team in Minneapolis. This role is ideal if you are passionate about and focused on remarkable client service, ensuring smooth operations, and the ability to handle complex project management with strong attention to detail in the wealth management space. This opportunity is ideal for someone who has an entrepreneurial spirit and would be excited to be part of helping build out our MN office. We are committed to your professional development and offer a path for career advancement within the organization.

Client Service & Operations Excellence: Exhibit mastery of client service operations, ensuring the smooth execution of processes related to client portfolios, account management, and project oversight

Onboarding & Implementation: Lead the new client onboarding process, managing the implementation of accounts and services, and ensuring all related actions are completed with precision

Relationship Management: Develop and nurture strong, long-term relationships with clients by providing high-touch service and proactively addressing their needs. Independently handle non-Advisor-related inquiries, including administrative support, and money movements

Mentorship & Leadership: Serve as a trusted mentor to new Associates, leading training initiatives and fostering professional growth within the team

Collaboration & Process Improvement: Spearhead and participate in a collaborative group with your peers to regularly review and discuss topics related to client communication, streamlining processes, and promoting best practices

Client Service, Associate or Senior Associate

Responsibilities

Qualification

Required

Benefits

Company

Freestonecapitalmanagement

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