Private Client Associate

Our client is a private multi-family office headquartered in Dallas, founded to serve a small number of families whose wealth came from land, energy, and closely held businesses. That heritage still shapes the culture: small teams, long-term relationships, and a preference for doing things properly over doing them fast. The platform is larger than headcount suggests - institutional-grade infrastructure and custody relationships - but clients still know their team by name. Position The Private Client Associate is the operational core of a client team supporting advisors to ultra-high-net-worth families - multigenerational households, trusts, foundations, and related entities. This person makes the relationship run: documents drafted right the first time, wires out on time, records that match reality. It's high-trust, high-visibility work with direct client exposure and a credible path toward advisory or relationship management. Responsibilities Manage documentation end to end - new account packages, advisory agreements, trust and entity paperwork Open/close accounts (SMAs, brokerage, trust, entity), including re-registrations tied to generational transitions Execute and document cash/securities movement - wires, distributions, gifting, in-kind transfers Own the day-to-day custodian relationship Review billing against agreements and flag discrepancies Serve as a client point of contact, using judgment on what to escalte Contribute to improving team processes Qualifications 5-7 years in financial services, client-facing rather than purely back-office Background in wealth management, private banking, trust, family office, or RIA; UHNW/trust/entity experience preferred Strong grasp of account administration, documentation, and custodial platforms (Schwab, Fidelity, Pershing, BNY, etc.) Strong Excel; proficiency in Acrobat and PowerPoint Bachelor's degree (finance, accounting, business, or economics preferred) High discretion with sensitive family information Who Succeeds Here Our client is looking for someone steady under pressure, detail-oriented, and proactive. The strongest associates anticipate issues early, read client needs well, ask good questions, flag mistakes quickly, and take full ownership once work is assigned. People who wait to be directed or need every step defined are unlikely to thrive. Why It's Worth a Conversation A small team where the work is seen by the people who decide what happens next. Direct client and advisor exposure, with a credible path toward advisory or relationship management. The resources and stability of a much larger platform, without the layers that usually accompany it. Competitive base salary plus discretionary bonus, full benefits, and support for continuing education and licensing. Hybrid schedule out of the firm's Dallas office. #J-18808-Ljbffr