Private Wealth Associate

Texas Capital Bancshares
Dallas
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceEducation: bachelorsSkills: ["Confidentiality","Discretion","Customer service","Attention to detail","Problem-solving"]

Support advisors in maintaining and enhancing client relationships by assisting with development and delivery of tailored financial and investment strategies. Help with trades, monitoring positions, and updating watch reports, while educating clients on products and services. Create presentation materials, proposals, and account performance measurements to attract new business. Partner with compliance on account reviews and assist with platform support, logging activity in systems like Salesforce and Pershing.

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FursaFursa
Texas Capital Bancshares
Texas Capital Bancshares
4 days ago

Private Wealth Associate

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Source: Company careers pageValidated by: Fursa AI
Last checked: 12 hours agoStatus: Live

Job Summary

Support advisors in maintaining and enhancing client relationships by assisting with development and delivery of tailored financial and investment strategies. Help with trades, monitoring positions, and updating watch reports, while educating clients on products and services. Create presentation materials, proposals, and account performance measurements to attract new business. Partner with compliance on account reviews and assist with platform support, logging activity in systems like Salesforce and Pershing.
Location: Dallas
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Maintain and enhance client relationships by assisting Advisors with quality service.
  • •Assist Advisors with development and delivery of financial and investment strategies aligned to client goals.
  • •May assist with trades, position monitoring, and updating watch reports.
  • •Develop and manage presentation materials, proposals, and performance measurements for new and existing accounts.
  • •Partner with compliance for account reviews and support system updates/enhancements while logging activity accurately.

Pay and Benefits

Perks:Health InsuranceWellness StipendFertilityLife InsuranceDisability Insurance401kPaid LeavePaid Holidays

Key Requirements

  • •5+ years in banking/financial institutions, preferably in an Investment Client Service Associate or Relationship Associate role.
  • •Experience answering and managing multiple phone lines.
  • •Advanced ability to interface with high-level management and clients.
  • •Advanced confidentiality/discretion and ability to handle sensitive information.
  • •Advanced ability to research and resolve issues and support onboarding and account management.
Experience:BankingFinancial servicesWealth managementInvestment services
Education:Bachelor's
Skills:ConfidentialityDiscretionCustomer serviceAttention to detailProblem-solving
Certifications:Series 65
Tech Stack:MS OfficeSalesforcePershing

Company Brief

Texas Capital Bancshares
Texas Capital Bancshares is the publicly traded parent company of Texas Capital Bank, a full-service financial institution offering commercial banking, treasury management, wealth management, and capital markets services to businesses and individuals in Texas and beyond.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Dallas, United States
Founded: 1998
WebsiteLinkedIn