Client Service Associate, Private Banking

Tolleson Wealth Management; Dallas (TX); On-site; USD 42,000 - 62,000; Full time

Job summary

Tolleson Wealth Management is seeking an administrative support professional to assist relationship managers and multi-department teams within a private banking framework.

The role focuses on deposit servicing, lending support, scheduling, client research, and maintaining confidential client records while delivering exceptional service and accuracy.

Qualifications

• 2-3 years of experience in bank support or bank administrative roles.
• Lending or mortgage experience is a plus.
• Strong client service and written/oral communication skills.
• Proficiency with MS Office and Windows-based software; Salesforce and Jack Henry & Associates helpful.

Responsibilities

• Assist relationship managers with deposit servicing needs including new accounts and maintenance.
• Assist with lending functions including data collection and loan closings.
• Provide administrative support: scheduling, calendar management, research, and client relations.
• Serve as first point of contact for day-to-day deposit and loan operational matters.
• Coordinate with back office to process client signatures and paperwork.
• Assist with cash movements (domestic, international) – checks, wires, transfers, ACH.
• Support new project/product implementations across business functions.
• Provide direct client service support and other duties as assigned.

Skills

Client service

Communication

Teamwork

Discretion / confidentiality

MS Office proficiency

Tools

Jack Henry & Associates

Salesforce

Job description

POSITION DESCRIPTION: This position will share responsibilities that support multiple departments and business functions with others in a similar role, providing an opportunity to interact with and understand multiple processes and disciplines in a dynamic private banking business model.

DUTIES and RESPONSIBILITIES:

• Assist the bank relationship managers with all deposit servicing needs, including new account opening, research, overdraft monitoring, and maintenance of accounts
• Assist the relationship manager with financial data collection, exception clearing, loan closings, and other duties associated with the lending function
• Serve as administrative support for the relationship managers assisting in appointment setting, calendar management, prospect or client research, or other functions associated with obtaining and maintaining client relationships
• Act as first point of contact with clients and prospects regarding day to day deposit and loan operational matters
• Coordinate with back office to create and track receipt of various paperwork for client signatures
• Assist with cash movement (domestic, international) – checks, wires, transfers, ACH
• Support for new project/product implementation through all business functions
• Various direct client service support
• Other administrative duties as assigned

MINIMUM POSITION REQUIREMENTS:

• Minimum of 2-3 years’ experience in bank support or bank administrative
• Lending or mortgage experience is a plus
• Strong client service skills, including written and oral communication skills
• Strong computer skills, including experience with MS Office and other windows-based software, Jack Henry and Associates experience and Salesforce experience would be helpful
• Desire to work in a rapidly growing business with an extremely high degree of customer service expectations
• Must consent to and have favorable consumer report and background check

OTHER ESSENTIAL CANDIDATE TRAITS:

• A team player who is proactive, self-motivated and able to manage several projects at one time
• Taking active participation in process improvements and automation
• Effective communication skills, both verbal and written
• Ability to maintain extreme confidentiality in dealing with client matters

Tolleson Wealth Management is an Equal Opportunity Employer