Private Client Advisor
Houston, TX · On-site
Perform the role of chief client strategist by coordinating the team's ongoing communication with ... Minimum seven years experience in financial services; five years in Private Banking * Prior ...
Private Client Advisor
Houston, TX · On-site
Perform the role of chief client strategist by coordinating the team's ongoing communication with ... Minimum seven years experience in financial services; five years in Private Banking * Prior ...
Private Client Advisor
Dallas, TX · On-site
Perform the role of chief client strategist by coordinating the team's ongoing communication with ... Minimum seven years experience in financial services; five years in Private Banking * Prior ...
Private Client Advisor
Dallas, TX · On-site
Perform the role of chief client strategist by coordinating the team's ongoing communication with ... Minimum seven years experience in financial services; five years in Private Banking * Prior ...
Private Client Specialist
Wausau, WI · On-site
$18.25 - $24/hr
Attend department meetings, trainings and continue to develop knowledge of Private Client policies, procedures, products and customer base. * Assist in coordinating customer events and outings.
Private Client Specialist
Wausau, WI · On-site
$18.25 - $24/hr
Attend department meetings, trainings and continue to develop knowledge of Private Client policies, procedures, products and customer base. * Assist in coordinating customer events and outings.
Private Client Specialist
Wausau, WI · On-site
Attend department meetings, trainings and continue to develop knowledge of Private Client policies, procedures, products and customer base. * Assist in coordinating customer events and outings.
Private Client Specialist
Wausau, WI · On-site
Attend department meetings, trainings and continue to develop knowledge of Private Client policies, procedures, products and customer base. * Assist in coordinating customer events and outings.
Private Client Advisor
Houston, TX · On-site
Perform the role of chief client strategist by coordinating the team's ongoing communication with ... Minimum seven years experience in financial services; five years in Private Banking * Prior ...
Private Client Advisor
Houston, TX · On-site
Perform the role of chief client strategist by coordinating the team's ongoing communication with ... Minimum seven years experience in financial services; five years in Private Banking * Prior ...
Perform the role of chief client strategist by coordinating the team's ongoing communication with ... Minimum eight years relevant banking experience required with at least five years in private ...
Perform the role of chief client strategist by coordinating the team's ongoing communication with ... Minimum eight years relevant banking experience required with at least five years in private ...
Private Client Specialist
Wausau, WI · On-site
$18.25 - $24/hr
Attend department meetings, trainings and continue to develop knowledge of Private Client policies, procedures, products and customer base. * Assist in coordinating customer events and outings.
Private Client Specialist
Wausau, WI · On-site
$18.25 - $24/hr
Attend department meetings, trainings and continue to develop knowledge of Private Client policies, procedures, products and customer base. * Assist in coordinating customer events and outings.
Private Client Advisor
Dallas, TX · On-site
Perform the role of chief client strategist by coordinating the team's ongoing communication with ... Minimum eight years relevant banking experience required with at least five years in private ...
Private Client Advisor
Dallas, TX · On-site
Perform the role of chief client strategist by coordinating the team's ongoing communication with ... Minimum eight years relevant banking experience required with at least five years in private ...
Private Client Advisor
Dallas, TX · On-site
Perform the role of chief client strategist by coordinating the team's ongoing communication with ... Minimum eight years relevant banking experience required with at least five years in private ...
Private Client Advisor
Dallas, TX · On-site
Perform the role of chief client strategist by coordinating the team's ongoing communication with ... Minimum eight years relevant banking experience required with at least five years in private ...
Private Client Advisor
Dallas, TX · On-site
Perform the role of chief client strategist by coordinating the team's ongoing communication with ... Minimum eight years relevant banking experience required with at least five years in private ...
Private Client Advisor
Dallas, TX · On-site
Perform the role of chief client strategist by coordinating the team's ongoing communication with ... Minimum eight years relevant banking experience required with at least five years in private ...
Private Client Advisor
Houston, TX · On-site
Perform the role of chief client strategist by coordinating the team's ongoing communication with ... Minimum eight years relevant banking experience required with at least five years in private ...
Private Client Advisor
Houston, TX · On-site
Perform the role of chief client strategist by coordinating the team's ongoing communication with ... Minimum eight years relevant banking experience required with at least five years in private ...
Private Client Advisor
Houston, TX · On-site
Perform the role of chief client strategist by coordinating the team's ongoing communication with ... Minimum eight years relevant banking experience required with at least five years in private ...
Private Client Advisor
Houston, TX · On-site
Perform the role of chief client strategist by coordinating the team's ongoing communication with ... Minimum eight years relevant banking experience required with at least five years in private ...
Directly manage 7 Private Client Account Managers and Account Executives; serve as the primary day ... coordination with HR. * Build and sustain a team culture grounded in service excellence ...
Directly manage 7 Private Client Account Managers and Account Executives; serve as the primary day ... coordination with HR. * Build and sustain a team culture grounded in service excellence ...
Directly manage 7 Private Client Account Managers and Account Executives; serve as the primary day ... coordination with HR. * Build and sustain a team culture grounded in service excellence ...
Directly manage 7 Private Client Account Managers and Account Executives; serve as the primary day ... coordination with HR. * Build and sustain a team culture grounded in service excellence ...
SHC is a private, local company in Indiana and Florida. CLIENT COORDINATOR JOB SUMMARY The Client Coordinator (CC)'s primary role is to coordinate staffing to ensure client receive all services ...
SHC is a private, local company in Indiana and Florida. CLIENT COORDINATOR JOB SUMMARY The Client Coordinator (CC)'s primary role is to coordinate staffing to ensure client receive all services ...
SHC is a private, local company in Indiana and Florida. CLIENT COORDINATOR JOB SUMMARY The Client Coordinator (CC)'s primary role is to coordinate staffing to ensure client receive all services ...
Quick apply
SHC is a private, local company in Indiana and Florida. CLIENT COORDINATOR JOB SUMMARY The Client Coordinator (CC)'s primary role is to coordinate staffing to ensure client receive all services ...
The remaining time is spent on business coordination and executive-support functions (meeting ... Private Client Group Administration Maintain pipeline and portfolio tracking systems. Collaborate ...
The remaining time is spent on business coordination and executive-support functions (meeting ... Private Client Group Administration Maintain pipeline and portfolio tracking systems. Collaborate ...
The remaining time is spent on business coordination and executive-support functions (meeting ... Private Client Group Administration Maintain pipeline and portfolio tracking systems. Collaborate ...
The remaining time is spent on business coordination and executive-support functions (meeting ... Private Client Group Administration Maintain pipeline and portfolio tracking systems. Collaborate ...
The remaining time is spent on business coordination and executive-support functions (meeting ... Private Client Group Administration Maintain pipeline and portfolio tracking systems. Collaborate ...
The remaining time is spent on business coordination and executive-support functions (meeting ... Private Client Group Administration Maintain pipeline and portfolio tracking systems. Collaborate ...
Bodyguard - Contract Position (Travel Required)
Los Angeles, CA · On-site
$250 - $450/day
... client and assignment. Responsibilities may include: * Provide discreet executive and personal ... Experience working with luxury hotels and private residences * Experience coordinating with local ...
Quick apply
Bodyguard - Contract Position (Travel Required)
Los Angeles, CA · On-site
$250 - $450/day
... client and assignment. Responsibilities may include: * Provide discreet executive and personal ... Experience working with luxury hotels and private residences * Experience coordinating with local ...
Private Client Coordinator information
See salary details
$14.42 - $15.73
3% of jobs
$15.73 - $17.05
11% of jobs
$17.66 is the 25th percentile. Wages below this are outliers.
$17.05 - $18.36
24% of jobs
The median wage is $19.52 / hr.
$18.36 - $19.67
14% of jobs
$19.67 - $20.98
12% of jobs
$20.98 - $22.29
8% of jobs
$22.76 is the 75th percentile. Wages above this are outliers.
$22.29 - $23.60
9% of jobs
$23.60 - $24.91
7% of jobs
$24.91 - $26.22
4% of jobs
$26.22 - $27.53
3% of jobs
$27.53 - $28.85
4% of jobs
$14
$21
$28
How much do private client coordinator jobs pay per hour?
As of Sep 10, 2026, the average hourly pay for private client coordinator in the United States is $21.10, according to ZipRecruiter salary data. Most workers in this role earn between $17.55 and $23.56 per hour, depending on experience, location, and employer.
What is a private client coordinator?
Private Client Coordinators are professionals who serve as the main point of contact for high-net-worth clients at financial institutions, law firms, or wealth management companies. They coordinate and manage client accounts, ensure seamless service delivery, and address client inquiries or concerns. Their responsibilities may include scheduling meetings, preparing documentation, liaising between clients and advisors, and facilitating transactions. The role requires strong communication, organizational skills, and a high degree of confidentiality.
What are the key skills and qualifications needed to thrive as a private client coordinator?
To thrive as a Private Client Coordinator, you need strong organizational skills, attention to detail, and experience in client services, often supported by a background in finance, law, or high-net-worth client management. Familiarity with CRM systems, financial software, and secure communication tools is typically required. Exceptional interpersonal communication, discretion, and problem-solving abilities help build trust and manage sensitive client relationships. These skills ensure efficient client service, accurate handling of confidential information, and a superior client experience in a demanding environment.
How does a private client coordinator typically collaborate with financial advisors and clients to ensure a seamless service experience?
A Private Client Coordinator acts as a crucial liaison between clients and financial advisors, managing communications, scheduling meetings, and ensuring that client requests are handled promptly. They often coordinate the documentation required for account openings, transactions, and compliance checks, working closely with both internal teams and clients to resolve issues efficiently. This role requires excellent organizational and interpersonal skills, as coordinators must balance multiple priorities while maintaining a high level of client service. Regular collaboration with advisors and support staff is essential to deliver a personalized and seamless client experience.
What cities are hiring for Private Client Coordinator jobs?
Cities with the most Private Client Coordinator job openings:
What are the most commonly searched types of Private Client jobs?
The most popular types of Private Client jobs are:
What states have the most Private Client Coordinator jobs?
States with the most job openings for Private Client Coordinator jobs include:
What are popular job titles related to Private Client Coordinator jobs?
For Private Client Coordinator jobs, the most frequently searched job titles are:
Private Client Advisor
Houston, TX • On-site
Texascapitalbank
Full-time
Medical, Life, Retirement, PTO
Posted 5 days ago
Job 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 www.texascapitalbank.com.
- Leverages the specialists on their team including the investment advisor, wealth strategist, financial planner, trust administrator, or banking advisor to provide interdisciplinary expertise and portfolio management.
- Primarily responsible for generating new clients and managing or quarterbacking the ongoing client experience while engaging all available PWA resources to deliver a complete wealth management solution.
- Remain the ongoing relationship manager for a specific portfolio of clients and ensure every client has an extraordinary experience
- Perform the role of chief client strategist by coordinating the team's ongoing communication with the client and orchestrating the execution of the client plan collaborating throughout with their subject matter expert teammates.
- Develop perspective on specific client situations in order to proactively and effectively select and recommend solutions that could resolve their issues and meet their objectives.
- Demonstrate a high-level understanding of investments, banking, mortgage, planning, and trust concepts including, but not limited to: asset allocation on managed portfolios, brokerage accounts, deposit and loan / mortgage solutions, basic trust and estate products and identification of financial and wealth planning opportunities
- Demonstrate continuous prospecting skills applied to COIs (centers of influence), associations, and community activities as well as internally with their commercial bank colleagues.
- Operate effectively in a team based, collaborative environment and assist in the development and retention of junior team members and relationship and customer service associates
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 7 years relevant banking experience required with at least five years in private banking preferred.
- Required: Bachelor's degree in finance, economics, accounting or related field
- Preferred: MBA, CFA or CFP
- Minimum seven years experience in financial services; five years in Private Banking
- Prior experience providing complex investment solutions to affluent or high net worth individuals or families
- Prior sales experience preferred
- Ability to collaborate with and positively influence team members
- Strong communications skills and experience creating and delivering presentations and written materials
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.