Wealth Client Services Associate - Hybrid

Focus Financial Consultants; Dallas (TX); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan

Hybrid work arrangement

Job summary

Prairie Capital, part of Focus Financial Partners, seeks a highly motivated Client Service Associate to support advisors and serve sophisticated clients with investment analysis, wealth transfer planning, and family office administration. You will help with day-to-day client service, prepare materials, and maintain accurate records in a collaborative, confidential environment.

The ideal candidate has a strong attention to detail, excellent written and verbal communication skills, and a proactive

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, Business, or related field.
• 3+ years of experience in public accounting, investment management, wealth management, family office, private banking, or related financial services.
• CPA and/or CFA designation strongly preferred (or active progress toward certification).
• Strong understanding of financial statements, investments, and wealth management concepts.
• Excellent analytical and problem-solving skills with exceptional attention to detail.
• Outstanding written and verbal communication skills.
• Ability to prioritize multiple projects while maintaining a high level of accuracy.

Responsibilities

• Respond to client inquiries in a timely, professional manner.
• Build relationships by understanding each client’s financial goals and family dynamics.
• Coordinate with attorneys, accountants, insurance professionals, and other outside advisors.
• Assist with preparing client meeting materials and ongoing financial planning initiatives.
• Maintain accurate client records and ensure information is current and well organized.
• Review client financial statements and investment reports.
• Analyze portfolio performance and historical investment results.
• Monitor portfolio allocations and assist with investment strategy changes.
• Develop asset allocation analyses and recommendations.
• Gain understanding of alternative and non-traditional investments.
• Assist with wealth transfer and multigenerational estate planning initiatives.
• Review and summarize wills, trusts, and entity formation documents.
• Create visual organizational charts illustrating family structures and ownership entities.
• Support estate, gift, and generation-skipping transfer tax planning through financial modeling.
• Coordinate legal documentation and ongoing governance activities with outside counsel.
• Assist with evaluating clients' asset protection strategies.
• Review liability insurance coverage and identify gaps.
• Analyze life insurance needs as part of estate planning.
• Monitor and support ongoing risk management initiatives.
• Prepare and maintain client financial statements.
• Monitor cash receipts, disbursements, and trust or partnership distributions.

Skills

Analytical thinking

Excellent communication

Attention to detail

Microsoft Excel

Microsoft Word

PowerPoint

Education

Bachelor's degree in Accounting, Finance, Economics, Business, or related field

Tools

Microsoft Excel

PowerPoint

Word

Job description

Prairie Capital, part of Focus Financial Partners, seeks a highly motivated Client Service Associate to support advisors and serve sophisticated clients with investment analysis, wealth transfer planning, and family office administration. You will help with day-to-day client service, prepare materials, and maintain accurate records in a collaborative, confidential environment.

The ideal candidate has a strong attention to detail, excellent written and verbal communication skills, and a proactive