Wealth Sales Assistant I

Frost Bank; San Antonio (TX); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Paid time off

Tuition reimbursement

Wellness programs

Referral bonus

Job summary

Frost Bank is seeking a Wealth Sales Assistant I in Texas to support financial advisors and internal teams, helping manage client interactions and financial transactions with accuracy and care.

You will handle transfers, asset movements, and client communications while maintaining data integrity and strong relationships across departments. Strong customer service and MS Office skills are essential.

Qualifications

• Demonstrated customer service skills.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office applications.

Responsibilities

• Initiate and follow up on new and closing account transfers to and from other institutions to maintain constant and clear communications
• Follow up on purchases and transfers of mutual funds, stocks, bonds, and other assets to track the execution and processing of different financial transactions
• Participate in daily workflow of account administration, including monitoring and updating cost basis information and investment reviews, to ensure that schedules are met and all questions are answered
• Maintain a database of client mailing information to assist in disbursements of correspondence, such as invitations, newsletters, etc.
• Organize and maintain proper inventory of office supplies and wealth management literature
• Help maintain client relationships
• Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

Skills

Customer service

Communication

Tools

Microsoft Office

Job description

Job Description It’s about supporting people, our people. Are you known as an organized individual? Do you enjoy working independently and with a team? Do you find yourself creating a task list daily? If so, then the Wealth Sales Assistant I role may be right for you! At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work. At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you’ll become part of Frost’s 155-year legacy of providing unparalleled banking services.

Who you are:

As a Wealth Sales Assistant I, you provide support to financial advisors and other employees by handling a variety of tasks to ensure that all interactions between the organization and others are positive and efficient. You enjoy working cross-functionally with other lines of business in the organization, and you take this as an opportunity to build long lasting relationships with all individuals. You have the ability to prioritize projects, resolve problems, and pay attention to detail. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind.

What you’ll do:

• Initiate and follow up on new and closing account transfers to and from other institutions to maintain constant and clear communications
• Follow up on purchases and transfers of mutual funds, stocks, bonds, and other assets to track the execution and processing of different financial transactions
• Participate in daily workflow of account administration, including monitoring and updating cost basis information and investment reviews, to ensure that schedules are met and all questions are answered
• Maintain a database of client mailing information to assist in disbursements of correspondence, such as invitations, newsletters, etc.
• Organize and maintain proper inventory of office supplies and wealth management literature
• Help maintain client relationships
• Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

What you’ll need:

• Demonstrated customer service skills
• Excellent written and verbal communication skills
• Proficiency in Microsoft computer applications

Our Benefits:

At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:

• Medical, dental, vision, long-term disability, and life insurance
• 401(k) matching
• Generous holiday and paid time off schedule
• Tuition reimbursement
• Extensive health and wellness programs, including our Employee Assistance Program
• Referral bonus program + more!

Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it’s about being part of something bigger.

Our Most Important Relationship Starts Here Frost’s commitment to cultivate long-term relationships is one of the reasons we’re recognized as a premier employer in the financial services industry. To attract qualified professionals, we offer an environment that’s supportive of both your professional and personal goals by providing our employees with competitive salaries and an outstanding benefits package. Frost was named to Forbes magazine's list of the Best Employers. Frost is an Equal Opportunity Employer and does not discriminate on the basis of any protected trait, including sex, sexual orientation, gender identity, race, ethnicity, disability, or veteran status.