Jobs
>
Dallas

    Client Service Associate - Dallas, United States - Texas Capital Bancshares, Inc.

    Texas Capital Bancshares, Inc.
    Texas Capital Bancshares, Inc. Dallas, United States

    1 week ago

    Default job background
    Description
    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

    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.
    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.
  • LHH Recruitment Solutions

    Service Associate

    1 week ago

    LHH Recruitment Solutions Dallas, United States

    LHH Recruitment Solutions is currently working with a company looking for a Service Associate in the Dallas TX area. If you have the qualifications listed below and are interested in this opportunity- apply with us today · Details: · Performs a variety of administrative tasks i ...

  • Lee Hecht Harrison Nederland B.V.

    Service Associate

    6 days ago

    Lee Hecht Harrison Nederland B.V. Dallas, United States

    LHH Recruitment Solutions is currently working with a company looking for a Service Associate in the Dallas TX area. If you have the qualifications listed below and are interested in this opportunity- apply with us today · Details: · Performs a variety of administrative tasks in ...

  • City of University Park Texas

    Guest Services Associate

    6 days ago

    City of University Park Texas Dallas, United States

    The City of University Park is currently accepting applications for Aquatic Positions. All positions require the ability to work flexible schedules up to 40 hours per week and the availability to work Sunday through Saturday, 6:30 a.m. through 9:00 p Guest Service, Associate, Ser ...

  • Hilltop Holdings

    Client Service Associate

    5 days ago

    Hilltop Holdings Dallas, United States

    HilltopSecurities is currently looking to hire a Registered Client Service Associate to work at our Park Cities, Dallas location. This role will provide support for several financial advisors and assist in servicing a large client base that is continually growing. · HilltopSecuri ...

  • Cushman & Wakefield Inc

    Office Services Associate

    1 week ago

    Cushman & Wakefield Inc Dallas, United States

    Job Title · Office Services Associate · Job Description Summary · This position embodies an exceptional customer service experience to the client/colleague/end user in a corporate environment for a global professional services firm. Engage at the appropriate level to support cont ...

  • LORD GREEN REAL ESTATE STRATEGIES INC.

    Sustainability Services Associate

    1 week ago

    LORD GREEN REAL ESTATE STRATEGIES INC. Dallas, United States

    Qualifications · The Sustainability Services Associate will be responsible for the implementation of Environmental Social Governance (ESG) strategy and practices at the property level. This entails working with property teams daily on various aspects of ESG from data analysis to ...

  • Mariner

    Client Service Associate

    5 days ago

    Mariner Dallas, United States

    If you are looking to build your career with a firm that puts the client first, then Mariner is the right firm for you. We actively nurture the next generation of professionals, give back to the community and focus on building a diverse culture where everyone genuinely loves wher ...

  • Cooper Aerobics Health & Wellness

    Service Desk Associate

    1 week ago

    Cooper Aerobics Health & Wellness Dallas, United States

    Part-time. The Service Desk Associate is responsible for responding to the needs of all members at the Cooper Fitness Center. Their primary role is to coordinate check-ins and customer service needs on a regular basis. Schedule: varies; including wee Service Desk, Associate, Cust ...

  • Smart Business Concepts

    Client Service Associate

    1 week ago

    Smart Business Concepts Dallas, United States

    Our Client, a Wealth Management Firm, is looking for a Client Service Associate. They're looking for someone who is detail oriented and passionate about creating a great client experience. · Job Description and Duties: · Provide an excellent client experience for clients through ...

  • BankTalent HQ

    Client Service Associate

    4 days ago

    BankTalent HQ Dallas, United States

    At Amegy Bank, people and culture are at the heart of everything we do. Everyone counts isn't just a phrase. It is woven into all aspects of our organization. We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varie ...

  • Parkland Memorial Hospital

    Food Service Associate

    1 week ago

    Parkland Memorial Hospital Dallas, United States Part time

    Responsible for patient meal service on nursing units. MINIMUM SPECIFICATIONS Education None Experience None Equivalent Education and/or Experience None Certification/ Registration/ Licensure Must have a certificate of completion of a food handler tr Food Service, Associate, Part ...

  • Cooper Aerobics

    Service Desk Associate

    1 week ago

    Cooper Aerobics Dallas, United States

    Part-time. The Service Desk Associate is responsible for responding to the needs of all members at the Cooper Fitness Center. Their primary role is to coordinate check-ins and customer service needs on a regular basis. · Schedule: varies; including week days and weekends · Esse ...

  • Stonepath

    Client Services Associate

    3 hours ago

    Stonepath Dallas, United States

    Title: Client Services Associate (Seeking Banking Industry Experience) · Type: Full-time / Uptown Dallas Area · Compensation: 50k - 60k + Fully Paid Comprehensive Benefits · Requirements: 3+ Years of Customer Service/Experience, Secretary/Executive Assistant experience, Exception ...

  • The Judson Group

    Client Service Associate

    4 days ago

    The Judson Group Dallas, United States

    Client Service Associate Relationship Manager | Dallas, Texas · Reference Number: HRJ6911 · Location: Dallas, Texas · Judson Group has partnered with a successful RIA in the search for a · Client Service Associate Relationship Manager · that provides administrative and operati ...

  • Tesla

    Associate Service Manager

    1 week ago

    Tesla Dallas, United States

    **Associate Service Manager - Dallas Cedar Springs** · ????Vehicle Service????Dallas, Texas?? ID113410???? Teslas Associate Service Managers are responsible for driving excellent results in customer service and operational efficiency in our service centers. · Expectations and R ...

  • Hat Creek Burger

    Customer Service Associate

    1 week ago

    Hat Creek Burger Dallas, United States

    Why You'll Love This Customer Service Associate JobYou could be the newest member of the upbeat and happy Hat Creek Burger Company team If you're an outgoing people-person who is detail-oriented, this fast-paced environment is the perfect fit Hat Creek Burger Company is looking f ...

  • DCAC

    Client Services Associate

    1 week ago

    DCAC Dallas, United States

    Job DetailsJob LocationDallas Children's Advocacy Center - Dallas, TXPosition TypeFull TimeEducation LevelHigh SchoolTravel PercentageNegligibleJob ShiftDayJob CategoryAdmin - ClericalDescriptionThe Dallas Children's Advocacy Center is seeking an experienced administrative suppor ...

  • Gig

    Customer Service Associate

    1 week ago

    Gig Dallas, United States

    We are hiring a team of Customer Service Associates to assist with implementing our newest promotional campaign. As one of the nation's top direct marketing firms, our standards for quality customer service are higher than ever. · We understand that our success starts with our e ...

  • Triumph Financial

    Client Services Associate

    1 week ago

    Triumph Financial Dallas, United States

    Join TBK Bank · At TBK Bank, a member of the Triumph Financial portfolio of brands, we're a team of passionate, driven, collaborative, solutions-minded people who want to make a difference in the lives of our customers and communities. Our mission is to do well and to do good at ...

  • Parkland Health & Hospital System

    Food Service Associate

    1 week ago

    Parkland Health & Hospital System Dallas, United States

    Interested in a career with both meaning and growth? Whether your abilities are in direct patient care or one of the many other areas of healthcare administration and support, everyone at Parkland works together to fulfill our mission: the health and well-being of individuals and ...