Private Wealth Associate - Strategic Client Wealth

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 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.