Private Client Associate - Path to UHNW Advisory

20/20 Foresight Executive Talent Solutions; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive base salary

Discretionary bonus

Full benefits

Licensing/Continuing education support

Job summary

Our Dallas-based client seeks a Private Client Associate to support UHNW families with account administration and advisory workflows. You’ll manage documentation, openings, and ongoing service while interfacing with custodians and families with discretion.

The role offers exposure to a senior advisory path, direct client contact, and cross-functional collaboration within a tight-knit team.

Qualifications

• 5–7 years in financial services, client-facing rather than purely operational.
• Background in wealth management, private banking, trust, family office, or an RIA.
• UHNW, trust, or entity experience preferred.
• Comfort with account administration and custodial platforms (Schwab, Fidelity, Pershing, BNY).

Responsibilities

• Owning documentation from start to finish: new account paperwork, advisory agreements, trust and entity filings.
• Opening and closing accounts — SMAs, brokerage, trust, entity with re-registrations as needed.
• Executing and tracking money movement: wires, distributions, gifting, in-kind transfers.
• Serving as the go-to person on the custodian relationship day to day.
• Keeping client records accurate and audit-ready at all times.
• Checking billing against agreements and catching discrepancies early.
• Fielding client questions directly and escalating when necessary.
• Contributing to improving internal processes over time.

Skills

Excel

Client service

Education

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

Tools

Acrobat

PowerPoint

Job description

Our Dallas-based client seeks a Private Client Associate to support UHNW families with account administration and advisory workflows. You’ll manage documentation, openings, and ongoing service while interfacing with custodians and families with discretion.

The role offers exposure to a senior advisory path, direct client contact, and cross-functional collaboration within a tight-knit team.