Private Wealth Associate
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What you'll do
- Maintain and enhance client relationships by assisting Advisors to provide clients with quality service.
- Assists Advisors in the development and delivery of financial and investment strategies that aim to address each client’s specific goals and concerns. May assist with trades, position monitoring and updating watch reports.
- Provides ongoing support in educating clients about specific products and services offered at the firm.
- Develops presentation materials and proposals to assist Advisors in cultivating new business opportunities.
- Develops customized presentation materials and manages performance measurements on existing accounts to market and attract new clients.
- Partner with compliance for comprehensive account reviews.
- Collaborates with the Advisor to develop an overall business plan and marketing strategy.
- Assist with platform support of system updates and enhancements including logging all activity accurately and timely in applicable Texas Capital systems (Salesforce, Pershing, etc.).
- Cultivates and develops relationships with business partners internally and externally.
- Proactively participates in firm initiatives directed by local management.
- Performs other duties, responsibilities and specialized projects as assigned.
What they're looking for
- Minimum 5 years in Banking/Financial Institutions, preferably in an Investment Client Service Associate or Relationship Associate role
- Experience answering and managing multiple phone lines required
- Advanced ability to interface with high-level management and clients
- High degree of confidentiality and discretion
- Advanced ability to handle sensitive information
- Advanced ability to research and resolve issues
- Advanced ability to initiate and respond to operational inquiries and needs
- Advanced onboarding and account management skills
- Advanced ability to support administrative duties of client needs
- Strong attention to detail and accuracy
- Advanced customer service skills
- Technical proficiency in the use of MS Office products for reporting, data analytics, and presentations
Nice to have
- Bachelor's Degree preferred
- Series 65 preferred
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow.
While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships.
Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO).
Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com.
Responsibilities
- Maintain and enhance client relationships by assisting Advisors to provide clients with quality service.
- Assists Advisors in the development and delivery of financial and investment strategies that aim to address each client’s specific goals and concerns. May assist with trades, position monitoring and updating watch reports.
- Provides ongoing support in educating clients about specific products and services offered at the firm.
- Develops presentation materials and proposals to assist Advisors in cultivating new business opportunities.
- Develops customized presentation materials and manages performance measurements on existing accounts to market and attract new clients.
- Partner with compliance for comprehensive account reviews.
- Collaborates with the Advisor to develop an overall business plan and marketing strategy.
- Assist with platform support of system updates and enhancements including logging all activity accurately and timely in applicable Texas Capital systems (Salesforce, Pershing, etc.).
- Cultivates and develops relationships with business partners internally and externally.
- Proactively participates in firm initiatives directed by local management.
- Performs other duties, responsibilities and specialized projects as assigned.
Qualifications
- Minimum 5 years in Banking/Financial Institutions, preferably in an Investment Client Service Associate or Relationship Associate role
- Experience answering and managing multiple phone lines required
- Advanced ability to interface with high-level management and clients
- Bachelor's Degree preferred
- Series 65 preferred
- High degree of confidentiality and discretion
- Advanced ability to handle sensitive information
- Advanced ability to research and resolve issues
- Advanced ability to initiate and respond to operational inquiries and needs
- Advanced onboarding and account management skills
- Advanced ability to support administrative duties of client needs
- Strong attention to detail and accuracy
- Advanced customer service skills
- Technical proficiency in the use of MS Office products for reporting, data analytics, and presentations
The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.
Company
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