Private Wealth Associate

Texas-Capital-Bank; Dallas (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Wellness program

401K match

Paid time off

Job summary

Texas Capital Bank is seeking an Investment Client Services Associate to support Advisors in delivering tailored financial strategies and quality service. You will help manage client accounts, assist with trades and position monitoring, and develop presentation materials for business opportunities.

The role requires strong MS Office skills, experience in banking or wealth management, and the ability to work with high-level clients. Office-based role in Dallas with cross-functional collaboration.

Qualifications

• Minimum 5 years in Banking/Financial Institutions, preferably in an Investment Client Service Associate or Relationship Associate role.
• Advanced ability to interface with high-level management and clients.
• Advanced onboarding and account management skills.
• Technical proficiency in MS Office for reporting, data analytics, and presentations.

Responsibilities

• Maintain and enhance client relationships by assisting Advisors to provide clients with quality service.
• Assist Advisors in the development and delivery of financial and investment strategies to address clients' goals.
• Develop presentation materials and proposals to attract new business opportunities.
• Collaborates with the Advisor to develop an overall business plan and marketing strategy.
• Assist with platform support and system updates (Salesforce, Pershing) and logging activity.

Skills

Client service

Phone handling

MS Office

Attention to detail

Data analytics

Education

Bachelor's Degree preferred

Series 65 preferred

Tools

Salesforce

Pershing

Job description

Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow.While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships.Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO).Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com.ResponsibilitiesMaintain and enhance client relationships by assisting Advisors to provide clients with quality service.Assists Advisors in the development and delivery of financial and investment strategies that aim to address each client’s specific goals and concerns. May assist with trades, position monitoring and updating watch reports.Provides ongoing support in educating clients about specific products and services offered at the firm.Develops presentation materials and proposals to assist Advisors in cultivating new business opportunities.Develops customized presentation materials and manages performance measurements on existing accounts to market and attract new clients.Partner with compliance for comprehensive account reviews.Collaborates with the Advisor to develop an overall business plan and marketing strategy.Assist with platform support of system updates and enhancements including logging all activity accurately and timely in applicable Texas Capital systems (Salesforce, Pershing, etc.).Cultivates and develops relationships with business partners internally and externally.Proactively participates in firm initiatives directed by local management.Performs other duties, responsibilities and specialized projects as assigned.QualificationsMinimum 5 years in Banking/Financial Institutions, preferably in an Investment Client Service Associate or Relationship Associate roleExperience answering and managing multiple phone lines requiredAdvanced ability to interface with high-level management and clientsBachelor's Degree preferredSeries 65 preferredHigh degree of confidentiality and discretionAdvanced ability to handle sensitive informationAdvanced ability to research and resolve issuesAdvanced ability to initiate and respond to operational inquiries and needsAdvanced onboarding and account management skillsAdvanced ability to support administrative duties of client needsStrong attention to detail and accuracyAdvanced customer service skillsTechnical proficiency in the use of MS Office products for reporting, data analytics, and presentationsThe duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.