Client Service Manager, Managing Director
Company: Freestone Capital Management
Location: Seattle
Posted on: April 1, 2026
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Job Description:
Who We Are At Freestone, we believe in making a meaningful
difference by focusing on what truly matters to our clients. With a
26-year history of consistent growth and success, we are an
independent wealth and asset management firm with over $14 billion
in assets under management. Headquartered in Washington, with a
team of over 120 professionals, we are dedicated to delivering a
highly personalized experience that combines intelligent,
thoughtful advice with unique investment strategies and
comprehensive financial planning. About the Role Freestone is
looking for a Manag ing Director of Client Service . This person is
responsible for overseeing the Client Service Associates (CSAs)
serving our clients. This leader will cultivate relationships
across the organization and is responsible f or helping to shape
the client service model and business management by defining clear
roles and responsibilities for our client service team and by
overseeing daily operations related to the team’s management. The
ideal candidate is comfortable leading people and setting direction
for the team, modeling best-in-class client service practices, and
rolling up their sleeves to drive outcomes across the organization.
This person partners closely with the Head of Client Advisory to
lead the development, implementation , and management of all
elements of the firm’s client experience . The right candidate is
intellectually curious, detail-oriented, and eager to grow into
increased responsibility and leadership. Key Responsibilities:
Nurture and grow the Freestone culture , and embody our core values
of Commitment, Collaboration and Continuous improvement . Coach ,
develop , mentor , and promote the firm’s outstanding group of
Client Service Associates . Anticipate, facilitate , and advance
client service initiatives . D eliver on the needs of a fast-paced
business across a wide range of projects . Collaborate with
internal stakeholders to drive business outcomes . Partner in
identifying , recruiting, and hiring Client Service Associates to
support the growth of the firm . Ability to travel to and work from
the San Francisco on a regular basis (ex. monthly). Qualifications
and Skills 8 years of outstanding professional experience , with at
least 3 years of experience leading Client Service teams . RIA and
wealth management experience is strongly preferred, although we are
open to strong people leaders from diverse backgrounds who are
willing to obtain Series 65 industry licensing . Strong financial
and business acumen . Detail oriented . Exceptional writing,
interpersonal, and client service skills . Strong time management
skills . Team player with the ability to collaborate with others .
High comfort level in a fast-moving, high-growth environment . Why
Join Us? The expected base salary for this position is
$150,000-200,000, depending on experience, credentials, background,
and skill set. This role is eligible for a discretionary bonus
based on individual, team, and company performance. Comprehensive
benefits, including medical, dental, vision, and prescription
coverage, 401(k) matching, life and disability insurance, parental
leave, and flex spending. Generous paid time off—17 days of
vacation, plus 10 paid holidays, Summer Fridays. Meal perks,
company events, team celebrations, and more. A collaborative, fun,
and supportive culture where you’re encouraged to innovate and
grow. Our Core Values Commitment : You bring passion, integrity,
and energy to everything you do. Collaboration : Working together
makes us stronger, smarter, and more innovative. Continuous
Improvement : We’re all about growth—both for our clients and
ourselves. 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. We are not accepting
unsolicited resumes from agencies and/or search firms for this job
posting. For information about our privacy practices, including
disclosures for California residents, please see our Privacy
Notices.
Keywords: Freestone Capital Management, Bellevue , Client Service Manager, Managing Director, Accounting, Auditing , Seattle, Washington
