Client Service Associate, Private Banking
Tolleson Wealth Management
Salary undisclosed
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Description
POSITION DESCRIPTION: This position will share responsibilities that support multiple departments and business functions with others in a similar role, providing an opportunity to interact with and understand multiple processes and disciplines in a dynamic private banking business model.
DUTIES and RESPONSIBILITIES:
- Assist the bank relationship managers with all deposit servicing needs, including new account opening, research, overdraft monitoring, and maintenance of accounts
- Assist the relationship manager with financial data collection, exception clearing, loan closings, and other duties associated with the lending function
- Serve as administrative support for the relationship managers assisting in appointment setting, calendar management, prospect or client research, or other functions associated with obtaining and maintaining client relationships
- Act as first point of contact with clients and prospects regarding day to day deposit and loan operational matters
- Coordinate with back office to create and track receipt of various paperwork for client signatures
- Assist with cash movement (domestic, international) – checks, wires, transfers, ACH
- Support for new project/product implementation through all business functions
- Various direct client service support
- Other administrative duties as assigned
MINIMUM POSITION REQUIREMENTS:
- Minimum of 2-3 years’ experience in bank support or bank administrative
- Lending or mortgage experience is a plus
- Strong client service skills, including written and oral communication skills
- Strong computer skills, including experience with MS Office and other windows-based software, Jack Henry and Associates experience and Salesforce experience would be helpful
- Desire to work in a rapidly growing business with an extremely high degree of customer service expectations
- Must consent to and have favorable consumer report and background check
OTHER ESSENTIAL CANDIDATE TRAITS:
- A team player who is proactive, self-motivated and able to manage several projects at one time
- Taking active participation in process improvements and automation
- Effective communication skills, both verbal and written
- Ability to maintain extreme confidentiality in dealing with client matters
NO AGENCIES PLEASE
No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees.
Tolleson Wealth Management is an Equal Opportunity Employer
About this role
Tolleson Wealth Management is seeking a Client Service Associate to support its private banking operations in Dallas. This role sits at the intersection of multiple business functions—deposit servicing, lending, and client relationship management—giving you exposure to how a full-service private bank operates. You'll handle account openings and maintenance, assist with loan closings, coordinate paperwork flows, process cash movements, and serve as a first point of contact for clients on operational matters, while also providing administrative support to relationship managers on scheduling, research, and client acquisition.
The position requires two to three years of bank support or administrative experience, with lending or mortgage background as a plus. You should be comfortable with MS Office and Windows-based systems; familiarity with Jack Henry and Associates or Salesforce is valued. Beyond technical skills, Tolleson Wealth Management emphasizes a high bar for customer service and confidentiality. The role suits someone who is self-motivated, can juggle multiple projects, communicates clearly both in writing and conversation, and actively contributes to process improvements. This is a full-time, in-office position in Dallas with no remote flexibility.
How this employer is doing
solid
- Recently Raised Funding
In the news
Meet the LP: Tolleson Wealth Management, Venture Capital Journal
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Pay for this role
The employer didn't post a pay range for this role. That usually means pay is set in negotiation, which favors whoever arrives with numbers. Check ranges on comparable Client Service Associate, Private Banking postings in Dallas, and analyze any offer before you accept it.
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