Private Client Associate

20/20 Foresight Executive Talent Solutions; Dallas (TX); Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

Hybrid schedule

Discretionary bonus

Full benefits

Education and licensing support

Job summary

Our client, a private multi-family office in Dallas, seeks a Private Client Associate to support advisors serving ultra-high-net-worth families. You’ll manage documentation, account activity, and custodial relationships, ensuring accuracy and timely execution.

This is high-trust, high-visibility work with pathways toward advisory or relationship management. You’ll thrive if you are detail-oriented, proactive, and capable of owning issues.

Qualifications

• 5–7 years in financial services with client-facing experience.
• Background in wealth management, private banking, trust, family office, or RIA.
• Strong grasp of account administration and custodial platforms.
• Bachelor's degree in finance, accounting, business, or economics.
• High discretion with sensitive family information.

Responsibilities

• Manage documentation end to end: new account packages and agreements.
• Open/close accounts including re-registrations and transitions.
• Execute and document cash and securities movements.
• Own the day-to-day custodian relationship.
• Review billing against agreements and flag discrepancies.
• Serve as client contact, escalating when needed.
• Contribute to improving team processes.

Skills

Financial services experience

Wealth management background

Discretion with sensitive information

Account administration

Strong Excel skills

Proficiency with Acrobat and PowerPoin

Education

Bachelor's degree in finance, accounting, business, or economics

Tools

Schwab

Fidelity

Pershing

BNY

Job description

Our client is a private multi-family office headquartered in Dallas, founded to serve a small number of families whose wealth came from land, energy, and closely held businesses. That heritage still shapes the culture: small teams, long-term relationships, and a preference for doing things properly over doing them fast. The platform is larger than headcount suggests - institutional-grade infrastructure and custody relationships - but clients still know their team by name.

Position

The Private Client Associate is the operational core of a client team supporting advisors to ultra-high-net-worth families - multigenerational households, trusts, foundations, and related entities. This person makes the relationship run: documents drafted right the first time, wires out on time, records that match reality. It's high-trust, high-visibility work with direct client exposure and a credible path toward advisory or relationship management.

Responsibilities

• Manage documentation end to end - new account packages, advisory agreements, trust and entity paperwork
• Open/close accounts (SMAs, brokerage, trust, entity), including re-registrations tied to generational transitions
• Execute and document cash/securities movement - wires, distributions, gifting, in-kind transfers
• Own the day-to-day custodian relationship
• Review billing against agreements and flag discrepancies
• Serve as a client point of contact, using judgment on what to escalte
• Contribute to improving team processes

Qualifications

• 5-7 years in financial services, client-facing rather than purely back-office
• Background in wealth management, private banking, trust, family office, or RIA; UHNW/trust/entity experience preferred
• Strong grasp of account administration, documentation, and custodial platforms (Schwab, Fidelity, Pershing, BNY, etc.)
• Strong Excel; proficiency in Acrobat and PowerPoint
• Bachelor's degree (finance, accounting, business, or economics preferred)
• High discretion with sensitive family information

Who Succeeds Here

Our client is looking for someone steady under pressure, detail-oriented, and proactive. The strongest associates anticipate issues early, read client needs well, ask good questions, flag mistakes quickly, and take full ownership once work is assigned. People who wait to be directed or need every step defined are unlikely to thrive.

Why It's Worth a Conversation

• A small team where the work is seen by the people who decide what happens next.
• Direct client and advisor exposure, with a credible path toward advisory or relationship management.
• The resources and stability of a much larger platform, without the layers that usually accompany it.
• Competitive base salary plus discretionary bonus, full benefits, and support for continuing education and licensing.
• Hybrid schedule out of the firm's Dallas office.