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Freestone Jobs in California (NOW HIRING)

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What is the easiest stress-free job?

A stress-free job for a Freestone or similar role typically involves low physical and mental demands, such as data entry, library assistant, or remote customer service positions. These jobs often have predictable schedules, minimal supervision, and require basic skills, making them suitable for reducing stress levels.

What's a good job for overthinkers?

Freestone is a company that offers roles such as data analyst or quality control specialist, which can suit overthinkers due to their focus on detail and analysis. Jobs that involve careful planning, problem-solving, and structured tasks often appeal to overthinkers and can provide a comfortable work environment. Skills like attention to detail and patience are beneficial in these roles.

What is the difference between Freestone vs Clam Mainer?

AspectFreestoneClam Mainer
Required CredentialsNone specific, often requires basic seafood handling knowledgeSimilar, may require seafood handling or processing certifications
Work EnvironmentSeafood processing facilities, fishing boats, marketsSeafood processing plants, fishing industry settings
Industry UsageCommonly used in seafood harvesting and processingUsed in clam harvesting and processing

Freestone and Clam Mainer roles both involve seafood handling, but Freestone typically refers to a general seafood worker, while Clam Mainer specializes in clam harvesting and processing. Both roles require similar skills and work environments, making them closely related in the seafood industry.

What jobs pay 4000 a week without a degree?

Freestone is a company that may offer high-paying roles in industries like construction, oil and gas, or skilled trades, where workers can earn around $4,000 weekly with experience and specialized skills. Such jobs often require on-the-job training, certifications, or apprenticeships rather than a college degree, and may involve physically demanding work or irregular schedules.

How can I make 2000 a week working from home?

Freestone professionals can increase earnings by offering specialized services, such as consulting or freelance work, and building a strong client base. Developing skills in high-demand areas, managing a flexible schedule, and utilizing online platforms can help reach a weekly income of $2000, though it often requires experience and consistent effort.
What are popular job titles related to Freestone jobs in California? For Freestone jobs in California, the most frequently searched job titles are:
What job categories do people searching Freestone jobs in California look for? The top searched job categories for Freestone jobs in California are:
Freestone jobs near you
Infographic showing various Freestone job openings in California as of June 2026, with employment types broken down into 52% Full Time, 33% Part Time, and 15% Temporary. Highlights an 100% In-person job distribution.
Client Service, Senior Associate

Client Service, Senior Associate

Freestone Capital Management

San Francisco, CA • On-site

$90K - $125K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 15 days ago

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
We are adding an experienced Senior Client Service Associate to our team! This role is ideal if you are passionate about client service, operations, and project management in the financial services industry. Freestone is committed to your professional development and offers a path for career advancement within the organization.
Key Responsibilities
  • 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.
  • General Office Support: Assist with ad hoc projects and office management responsibilities as needed to support the team.

Qualifications & Skills
  • Bachelor's degree required (Finance or Business degree preferred).
  • Series 65 (or equivalent) or ability to obtain upon hire within 6 months.
  • 3+ years of client service experience in the financial services industry.
  • Ability to handle confidential information with discretion and integrity.
  • Proven ability to manage multiple client service functions, demonstrating strong organizational and project management skills.
  • Exceptional communication and interpersonal skills, with a passion for building relationships and delivering outstanding client experiences.
  • Experience mentoring, coaching, and training team members to enhance knowledge and performance.
  • A proactive mindset with a focus on continuous improvement and collaboration.
  • Excellent skills in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
  • Knowledge of Tamarac Reporting System and Schwab Advisor Center are a plus.

Why Join Us?
  • The expected base salary for this position is $90,000 - $125,000 depending on experience and skill set. In addition, the position is eligible for a discretionary bonus based on company and individual 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.

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