Client Services Associate, Wealth Management
Job in
Los Altos, Santa Clara County, California, 94024, USA
Listed on 2026-08-05
Listing for:
Freestonecapital
Full Time
position Listed on 2026-08-05
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Freestone is seeking a detail‑oriented client services professional to join our Los Altos office. This role supports advisors and the team by delivering high‑level operations and administrative support while helping to build out our new location.
Ideal candidates have 2+ years in client service within financial services and are willing to obtain the Series 65 within six months of hire. Freestone offers professional development, a comprehensive benefits package, generous PTO and holidays, and a
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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