Client Service Associate

Focus Financial Partners; Dallas (TX); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Annual bonus

Medical, dental, vision, lifeinsurance

401(k)

Job summary

Prairie Capital is seeking a detail‑oriented Client Service Associate to support advisors and serve sophisticated clients across investment analysis, wealth transfer planning, and family office administration.

The role requires excellent communication, multi‑tasking, and confidentiality in a fast paced environment. Hybrid work is offered with 3 days in office and 2 remote.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, Business, or a related field.
• 3+ years 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 analytic and problem‑solving skills with exceptional attention to detail.
• Outstanding written and verbal communication skills.
• Strong proficiency in Microsoft Excel, Word, and PowerPoint.

Responsibilities

• Client Service & Relationship Support: Respond to inquiries professionally and build relationships by understanding client financial goals and family dynamics.
• Investment Analysis & Portfolio Management: Review statements, analyze portfolio performance, monitor allocations, and implement strategy changes.
• Wealth Transfer & Estate Planning Support: Assist with wealth transfer initiatives, review wills/trusts, and support tax planning through modeling.
• Risk Management: Evaluate asset protection, insurance needs, and ongoing risk initiatives.
• Family Office Operations: Prepare client financial statements, monitor cash flows, coordinate treasury management and distributions, and support governance.

Skills

Financial analysis & client service

Written & verbal communication

Multitasking in fast-paced env

Team collaboration

Education

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

CPA and/or CFA designation preferred

Tools

Microsoft Excel

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.

Investment Analysis & Portfolio Management

• 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.

Wealth Transfer & Estate Planning Support

• Assist with wealth transfer and multi‑generational 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.

Risk Management

• 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 analytic 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.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail].

The following language is for US based roles only.

For California Applicants: Information on your California privacy rights can be found here.

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.