ASSOCIATE, PRIVATE WEALTH CLIENT SERVICES
On-siteDallas, Texas, United States
Job Summary
Serve as the primary point of contact for client service and operational needs, delivering a responsive, high-quality experience to high-net-worth families. Support client onboarding, including account setup, asset transfers, and coordination of required documentation. Manage ongoing account maintenance, coordinate cash movements and distributions with custodians, and maintain accurate client records in Salesforce. Organize client documentation, including tax and legal materials, and partner with internal and external professionals to ensure a seamless client experience. Assist advisors with meeting preparation, follow-ups, and ad hoc client requests. This role offers direct exposure to experienced advisors and sophisticated client situations within a collaborative team environment focused on optimizing wealth and life.
Required Qualifications
- Bachelor's degree in Finance, Business, Accounting, or related field
- 2+ years of experience in financial services, ideally supporting high-net-worth clients
- Strong attention to detail and ability to manage multiple priorities in a fast-paced environment
- High level of professionalism, discretion, and client service orientation
- Clear communicator with strong written and interpersonal skills
- Self-starter with a willingness to take ownership and solve problems
- A utility player who thrives in a team environment
- Naturally organized and proactive
- Calm under pressure and responsive to client needs
- Interested in building long-term career in wealth management
Desired Qualifications
- Proficiency in Microsoft Office; familiarity with Salesforce, Addepar, or custodial platforms is a plus
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