Wealth Strategy Client Associate (Hybrid)

Network Firms; Dallas (TX); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

Annual bonus

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

Prairie Capital in Dallas seeks a highly motivated Client Service Associate to support advisors and sophisticated clients with investment analysis, wealth transfer planning, family office administration, and day-to-day client service.

The ideal candidate is intellectually curious, proactive, highly organized, and committed to delivering an exceptional client experience in a hybrid work setting (3 days in office, 2 remote).

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, Business, or a 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.
• Strong proficiency in Microsoft Excel, Word, and PowerPoint.
• Experience working with high-net-worth or ultra-high-net-worth clients is preferred.

Responsibilities

• Respond to client inquiries in a timely, professional manner.
• Develop deep understanding of each client's financial goals and family dynamics.
• Coordinate with attorneys, accountants, insurance professionals, and other outside advisors.
• Prepare client meeting materials, follow-up items, 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 and scenario analysis.
• Coordinate legal documentation and ongoing governance activities with outside counsel.
• Assist with evaluating clients' asset protection strategies.
• Review liability insurance coverage and identify potential gaps.
• Analyze life insurance needs as part of broader estate and liquidity planning.
• Monitor and support ongoing risk management initiatives.

Skills

Analytical skills

Written & verbal communication

Excel

Attention to detail

Team collaboration

Education

Bachelor's degree in Accounting, Finance, Economics, Business

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Job description

Prairie Capital in Dallas seeks a highly motivated Client Service Associate to support advisors and sophisticated clients with investment analysis, wealth transfer planning, family office administration, and day-to-day client service.

The ideal candidate is intellectually curious, proactive, highly organized, and committed to delivering an exceptional client experience in a hybrid work setting (3 days in office, 2 remote).