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Service Associate
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Service Associate
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Customer Service Associate
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Client Service Associate
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Client Service Associate
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Hilltop Holdings Dallas, United StatesHilltopSecurities 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 ...
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Client Service Associate
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Client Service Associate
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Office Services Associate
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Sustainability Services Associate
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Client Services Associate
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Associate Service Manager
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Client Services Associate
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Greystar Worldwide, LLC Dallas, United StatesThe Client Services Associate supports the Managing Director of Client Services for the Central North US. This dual role is an administrative position (complete expense reports, help with the organization of the annual WAM (Women Asset Managers) event) as well as serve as an "ana ...
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Customer Service Associate
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Office Services Associate
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Cushman & Wakefield Inc Dallas, United StatesJob 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 ...
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Service Desk Associate
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Cooper Aerobics Health & Wellness Dallas, United StatesPart-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 ...
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Food Service Associate
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Service Desk Associate
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Cooper Aerobics Dallas, United StatesPart-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 ...
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Client Service Associate
3 weeks ago
The Judson Group Dallas, United StatesClient 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 ...
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Food Service Associate
2 weeks ago
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Client Service Associate - Dallas, United States - Hilltop Holdings
Description
Job DescriptionHilltopSecurities 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.
HilltopSecurities Inc., a member of the FINRA and SIPC, is a wholly owned subsidiary of Hilltop Holdings. HilltopSecurities Independent Network (HTIN) is a brokerage firm, which provides a home for independent representatives.We offer and support a broad range of customer services, including self-directed IRA accounts, research recommendations, and trust and money management services.
ResponsibilitiesCommunicate with clients on a daily basis regarding stock quotes, buy vs. sales scenarios, and other related matters.Maintain customer account information including updating files and records and handling written correspondence.
Provide administrative support to assigned Registered Representative(s) including, calendar management, travel arrangements, client and prospect presentations.
Work with HTS back office systems including CSS to enter trades and other account information.
Address all client service problems and maintain Problem/Solution Log to keep Registered Representative(s) aware of service problems underway and to what level managed to client's satisfaction.
Act as gatekeeper for Registered Representative during prime market time.Assist with special projects and tasks as assigned.
Qualifications1-3 year's experience in the brokerage/financial services industry as a Registered Client Service Associate.
Series 7 and 63/66 license required.
High School Diploma or equivalent.
Highly proficient computer skills in Microsoft Office applications required with knowledge of Portfolio Software and data entry.
Detail-oriented with excellent organization skills and ability to multi-task.
Ability to work in a fast-paced and deadline-oriented environment.
Knowledge of back-office CSS a plus.
Strong customer service and relationship building skills.
Ability to provide complete and concise explanations of products to the extent that incumbent can explain and discuss them with clients.
Basic understanding of branch level operations, policies and procedures (i.e. regulations and compliance requirements).The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.