Client Service Associate

Focus Financial Partners • Dallas, TX

6d • Hybrid

About The Position

At Prairie Capital, we are committed to helping clients navigate the complexities of significant financial resources while achieving their long-term goals. Our culture is rooted in respect, collaboration, and accountability, with a strong emphasis on curiosity and continuous improvement. Team members are encouraged to take initiative, grow professionally, and contribute meaningfully to both client outcomes and firm success.

We are seeking a highly motivated and detail-oriented Client Service Associate to join our collaborative advisory team. This individual will play a key role in supporting advisors and serving sophisticated clients by providing investment analysis, wealth transfer planning support, family office administration, and day-to-day client service. The ideal candidate is intellectually curious, proactive, highly organized, and committed to delivering an exceptional client experience.

Success in this role requires excellent written and verbal communication skills, the ability to manage multiple priorities in a fast-paced environment, and a genuine interest in understanding each client's unique financial objectives. Candidates should be comfortable collaborating with both clients and professional advisors while maintaining the highest level of professionalism and confidentiality.

This is a hybrid position - 3 days in office/ 2 remote.

Requirements

• Bachelor's degree in Accounting, Finance, Economics, Business, or a related field.
• 3+ years of experience in public accounting, investment management, wealth management, family office, private banking, or related financial services.
• Strong understanding of financial statements, investments, and wealth management concepts.
• Excellent analytical and problem-solving skills with exceptional attention to detail.
• Outstanding written and verbal communication skills.
• Ability to prioritize multiple projects while maintaining a high level of accuracy.
• Strong proficiency in Microsoft Excel, Word, and PowerPoint.
• Ability to work both independently and collaboratively within a team-oriented environment.

Nice To Haves

• CPA and/or CFA designation strongly preferred (or active progress toward certification).
• Experience working with high-net-worth or ultra-high-net-worth clients is preferred.

Responsibilities

• Serve as a trusted resource for clients by responding to inquiries in a timely, professional manner.
• Build strong relationships by developing a deep understanding of each client's financial goals and family dynamics.
• Coordinate with attorneys, accountants, insurance professionals, and other outside advisors on behalf of clients.
• Assist with preparing client meeting materials, follow-up items, and ongoing financial planning initiatives.
• Maintain accurate client records and ensure information is current and well organized.
• Review client financial statements and investment reports.
• Analyze portfolio performance and historical investment results.
• Monitor portfolio allocations and assist with implementing investment strategy changes.
• Develop asset allocation analyses and recommendations.
• Gain an understanding of alternative and non-traditional investments.
• Assist with wealth transfer and multigenerational estate planning initiatives.
• Review and summarize wills, trusts, and entity formation documents.
• Create visual organizational charts illustrating family structures and ownership entities.
• Support estate, gift, and generation-skipping transfer tax planning through financial modeling and scenario analysis.
• Coordinate legal documentation and ongoing governance activities with outside counsel.
• Assist with evaluating clients' asset protection strategies.
• Review liability insurance coverage and identify potential gaps.
• Analyze life insurance needs as part of broader estate and liquidity planning.
• Monitor and support ongoing risk management initiatives.
• Prepare and maintain client financial statements.
• Monitor cash receipts, disbursements, and trust or partnership distributions.
• Coordinate treasury management activities and cash flow planning.
• Assist with private investment capital calls and funding requests.
• Support tax preparation by providing information to external tax professionals.
• Monitor compliance with lending agreements and debt covenants.
• Coordinate multigenerational family meetings and assist with ongoing family governance initiatives.

Benefits

• medical
• dental
• vision
• life insurance
• 401(k)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level