Private Wealth Associate

Texas Capital Bank; Dallas, Northern (TX, KY); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Wellness program

Fertility benefits

Life and disability insurance

401K match

Paid leave

Paid holidays

PTO

Job summary

Texas Capital Bank is seeking an experienced Investment Client Service Associate/Relationship Associate to support Advisors in delivering tailored financial strategies and high-quality client service. You will help manage client relationships, assist with trades and monitoring, and support business development.

Ideal candidates bring 5+ years in banking, strong communication, and discretion, with a Bachelor’s degree and Series 65 preferred.

Qualifications

• Minimum 5 years in Banking/Financial Institutions.
• Experience answering and managing multiple phone lines.
• Advanced ability to interface with high-level management and clients.
• Bachelor’s Degree preferred.
• Series 65 preferred.
• High degree of confidentiality and discretion.

Responsibilities

• Maintain and enhance client relationships by assisting Advisors to provide clients with quality service.
• Assist Advisors in development and delivery of financial and investment strategies.
• May assist with trades, position monitoring and updating watch reports.
• Provide ongoing education to clients about firm products and services.
• Develop presentation materials and proposals to attract new business.

Skills

Banking experience

Communication skills

Confidentiality

Client service

Advanced problem solving

Education

Bachelor’s Degree

Series 65 (preferred)

Tools

MS Office

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
• 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–FortWorth 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.

Responsibilities

• Maintain 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.
• Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.

Qualifications

• Minimum 5 years in Banking/Financial Institutions, preferably in an Investment Client Service Associate or Relationship Associate role.
• Experience answering and managing multiple phone lines required.
• Advanced ability to interface with high-level management and clients.
• Bachelor’s Degree preferred.
• Series 65 preferred.
• High degree of confidentiality and discretion.
• Advanced ability to handle sensitive information.
• Advanced ability to research and resolve issues.
• Advanced ability to initiate and respond to operational inquiries and needs.
• Advanced onboarding and account management skills.
• Advanced ability to support administrative duties of client needs.
• Strong attention to detail and accuracy.
• Advanced customer service skills.
• Technical proficiency in the use of MS Office products for reporting, data analytics, and presentations.

The 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.

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 banks at a scale that makes sense 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. Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named the #1 most trusted bank in the country on Newsweek’s inaugural list of America’s Most Trusted Companies.