Private Wealth Associate: Relationship & Investment Strategy

texascapitalbank; 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 experienced Investment Client Service Associate or Relationship Associate to support Advisors in delivering tailored financial and investment strategies. You will help manage client relationships, assist with trades and watch reports, and educate clients on our product offerings.

The role emphasizes strong communication with senior clients and internal teams, with platform support across Salesforce and Pershing.

Qualifications

• 5+ years in Banking/Financial Institutions, preferably in an Investment Client Service Associate or Relationship Associate role.
• Experience handling multiple phone lines.
• Strong communication with high-level management and clients.
• Bachelor's degree preferred; Series 65 preferred.

Responsibilities

• Maintain and enhance client relationships by assisting Advisors to provide quality service.
• Assist Advisors in developing financial and investment strategies; may assist with trades and watch reports.
• Provide ongoing education to clients about products and services offered by the firm.
• Develop presentation materials and proposals to attract new clients.
• Collaborate with Advisors on business plans and marketing strategies.
• Support platform updates and log activity in Texas Capital systems (Salesforce, Pershing).

Skills

Banking experience

Client service

Phone handling

MS Office

Education

Bachelor's Degree preferred

Series 65 preferred

Tools

Salesforce

Pershing

Job description

Texas Capital Bank is seeking an experienced Investment Client Service Associate or Relationship Associate to support Advisors in delivering tailored financial and investment strategies. You will help manage client relationships, assist with trades and watch reports, and educate clients on our product offerings.

The role emphasizes strong communication with senior clients and internal teams, with platform support across Salesforce and Pershing.