Client Service Associate

3 weeks ago

Houston, United States Texas Capital Bank Full time

Description

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 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.

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