Client Service Associate

Network Firms; Dallas (TX); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

Annual bonus

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

Prairie Capital in Dallas seeks a highly motivated Client Service Associate to support advisors and sophisticated clients with investment analysis, wealth transfer planning, family office administration, and day-to-day client service.

The ideal candidate is intellectually curious, proactive, highly organized, and committed to delivering an exceptional client experience in a hybrid work setting (3 days in office, 2 remote).

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, Business, or a related field.
• 3+ years of experience in public accounting, investment management, wealth management, family office, private banking, or related financial services.
• CPA and/or CFA designation strongly preferred (or active progress toward certification).
• Strong understanding of financial statements, investments, and wealth management concepts.
• Excellent analytical and problem-solving skills with exceptional attention to detail.
• Outstanding written and verbal communication skills.
• Ability to prioritize multiple projects while maintaining a high level of accuracy.
• Strong proficiency in Microsoft Excel, Word, and PowerPoint.
• Experience working with high-net-worth or ultra-high-net-worth clients is preferred.

Responsibilities

• Respond to client inquiries in a timely, professional manner.
• Develop deep understanding of each client's financial goals and family dynamics.
• Coordinate with attorneys, accountants, insurance professionals, and other outside advisors.
• Prepare client meeting materials, follow-up items, and ongoing financial planning initiatives.
• Maintain accurate client records and ensure information is current and well organized.
• Review client financial statements and investment reports.
• Analyze portfolio performance and historical investment results.
• Monitor portfolio allocations and assist with investment strategy changes.
• Develop asset allocation analyses and recommendations.
• Gain understanding of alternative and non-traditional investments.
• Assist with wealth transfer and multigenerational estate planning initiatives.
• Review and summarize wills, trusts, and entity formation documents.
• Create visual organizational charts illustrating family structures and ownership entities.
• Support estate, gift, and generation-skipping transfer tax planning through financial modeling and scenario analysis.
• Coordinate legal documentation and ongoing governance activities with outside counsel.
• Assist with evaluating clients' asset protection strategies.
• Review liability insurance coverage and identify potential gaps.
• Analyze life insurance needs as part of broader estate and liquidity planning.
• Monitor and support ongoing risk management initiatives.

Skills

Analytical skills

Written & verbal communication

Excel

Attention to detail

Team collaboration

Education

Bachelor's degree in Accounting, Finance, Economics, Business

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Job description

At Prairie Capital, we are committed to helping clients navigate the complexities of significant financial resources while achieving their long-term goals. Our culture is rooted in respect, collaboration, and accountability, with a strong emphasis on curiosity and continuous improvement. Team members are encouraged to take initiative, grow professionally, and contribute meaningfully to both client outcomes and firm success.
We are seeking a highly motivated and detail-oriented Client Service Associate to join our collaborative advisory team. This individual will play a key role in supporting advisors and serving sophisticated clients by providing investment analysis, wealth transfer planning support, family office administration, and day-to-day client service. The ideal candidate is intellectually curious, proactive, highly organized, and committed to delivering an exceptional client experience.

Success in this role requires excellent written and verbal communication skills, the ability to manage multiple priorities in a fast-paced environment, and a genuine interest in understanding each client's unique financial objectives. Candidates should be comfortable collaborating with both clients and professional advisors while maintaining the highest level of professionalism and confidentiality.

This is a hybrid position - 3 days in office/ 2 remote.

Primary Responsibilities

Client Service & Relationship Support

• Serve as a trusted resource for clients by responding to inquiries in a timely, professional manner.
• Build strong relationships by developing a deep understanding of each client's financial goals and family dynamics.
• Coordinate with attorneys, accountants, insurance professionals, and other outside advisors on behalf of clients.
• Assist with preparing client meeting materials, follow-up items, and ongoing financial planning initiatives.
• Maintain accurate client records and ensure information is current and well organized.
• Review client financial statements and investment reports.
• Analyze portfolio performance and historical investment results.
• Monitor portfolio allocations and assist with implementing investment strategy changes.
• Develop asset allocation analyses and recommendations.
• Gain an understanding of alternative and non-traditional investments.
• Assist with wealth transfer and multigenerational estate planning initiatives.
• Review and summarize wills, trusts, and entity formation documents.
• Create visual organizational charts illustrating family structures and ownership entities.
• Support estate, gift, and generation-skipping transfer tax planning through financial modeling and scenario analysis.
• Coordinate legal documentation and ongoing governance activities with outside counsel.
• Assist with evaluating clients' asset protection strategies.
• Review liability insurance coverage and identify potential gaps.
• Analyze life insurance needs as part of broader estate and liquidity planning.
• Monitor and support ongoing risk management initiatives.

Family Office Operations

• Prepare and maintain client financial statements.
• Monitor cash receipts, disbursements, and trust or partnership distributions.
• Coordinate treasury management activities and cash flow planning.
• Assist with private investment capital calls and funding requests.
• Support tax preparation by providing information to external tax professionals.
• Monitor compliance with lending agreements and debt covenants.
• Coordinate multigenerational family meetings and assist with ongoing family governance initiatives.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, Business, or a related field.
• 3+ years of experience in public accounting, investment management, wealth management, family office, private banking, or related financial services.
• CPA and/or CFA designation strongly preferred (or active progress toward certification).
• Strong understanding of financial statements, investments, and wealth management concepts.
• Excellent analytical and problem-solving skills with exceptional attention to detail.
• Outstanding written and verbal communication skills.
• Ability to prioritize multiple projects while maintaining a high level of accuracy.
• Strong proficiency in Microsoft Excel, Word, and PowerPoint.
• Experience working with high-net-worth or ultra-high-net-worth clients is preferred.
• Ability to work both independently and collaboratively within a team-oriented environment.

Base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

The firm will also consider support for further education and/or industry designations. Our culture rewards personal growth opportunities from strong performance.

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Prairie Capital is part of the Focus Financial Partners' network firm community. As part of the partnership, Prairie Capital remains independently operated but gains the support of a broader organization. Whether focused on growth, enhancing capabilities, or planning for the future, being part of Focus means you are part of something larger while still working in an entrepreneurial, firm-led environment.