What are the responsibilities and job description for the PWA- Client Service Associate position at Texas Capital Bank?
Overview
Texas Capital Bank is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big banks at a scale that makes sense 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 Bank, we do more than build business success. We build long lasting relationships.Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital Bank was recently named the #1 most trusted bank in the country on Newsweek’s inaugural list of America’s Most Trusted Companies. For more information about joining our team, please visit us at www.texascapitalbank.com.
Responsibilities
The Client Service Associate serves a critical role in our Private Wealth Operations. Responsibilities include:
- Serve as the day-to-day point of contact for our clients including researching and resolving issues, initiating deposits and disbursements, and responding to other inquiries or needs.
- Support Private Client Advisors and Investment Advisors including establishing and maintaining files to meet the firms' regulatory requirements, creating and producing reports, databases, and establishing and maintaining filing/ record keeping necessary to support efforts to service and grow client relationships.
- Assist with account set-up and onboarding of new clients.
- Assist with placing trades on behalf of clients.
- Help with preparation of client and prospect meeting materials including pitch books and account reviews
- Create and update spreadsheets, reports and presentations as needed.
- General administrative duties, such as copying, filing, record keeping, data management, CRM management, mail distribution, ordering supplies, processing expense reports, client mailings.
- Additional responsibilities include answering, screening and routing calls, maintaining daily calendars, scheduling appointments and meetings.
- Assist with special projects as necessary.
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.
Qualifications
- Minimum 3 years’ experience as an Investment Client Service Associate, Relationship Associate or Banking/ Financial Institution experience required.
- Bachelor’s degree preferred.
- Series 65 license preferred or willingness to obtain it within 90 days required.
- Excellent client service skills, both verbal and written required.
- Must be comfortable interfacing with high-level management and clients and handling confidential information with discretion required.
- Well-organized and detail-oriented with an ability to thrive in a fast-paced environment required.
- Experience answering and managing multiple phone lines required.
- Proven ability to build relationships with internal and external partners required.
Proficient with Microsoft Office including Outlook, Word, Excel, and PowerPoint required
