Client Service Associate - Plano, United States - Hilltop Holdings

Description

Job DescriptionHilltopSecurities is looking to hire a Client Service Associate to work in the Plano, Texas office. The Client Service Associate will work for several financial advisors. This position will 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.

ResponsibilitiesAnswer incoming telephone calls, determine purpose of call, and forward the caller onto the appropriate personnel.
Take and deliver messages and transfer calls to voice mail.
Answer questions about the organization and provide callers with the address, directions and other information as requested.
Welcome on site visitors, determine nature of business and announce visitors to appropriate personnel.
Provide administrative support to assigned Registered Representative(s) including, calendar management, travel arrangements, client and prospect presentations.

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.

Assist with day-to-day branch office administrative functions such as processing checks and depositing them as well as delivering faxes.
Assist with all other office duties such as facilities maintenance, office supplies and other projects as needed.
Develop and execute general correspondence and memos.
Perform all administrative duties as assigned.
QualificationsHigh School graduate or equivalent.

Desire to become Registered Sales Assistant by obtaining Series 7 and 63 a plus.1 to 2 years of front desk and operational experience preferred.

Should possess clear and professional verbal communication skills.
Intermediate computer skills, with an emphasis in Microsoft Office Word, Excel, PowerPoint, and Outlook.
Strong customer service skills while being detail oriented with excellent organizational skills.
Ability to work with all levels of management and personnel within the organization.
Must be able to prioritize and handle time-sensitive transactions and strong decision-making skills.
Ability to handle a wide variety of tasks with minimal supervision.
Team player with ability to perform effectively in a fast-paced environment.
Must be dependable and punctual.

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.

About UsAt HilltopSecurities, we believe in building noble and collaborative relationships that enrich the financial future of individuals, businesses and communities.

With an extensive portfolio of products, we deliver a broad range of investment banking and related financial services that help our clients achieve their definition of success.

As a subsidiary of HilltopHoldings, which also encompasses PlainsCapital Bank, and PrimeLending, we have the financial strength and stability that has withstood the test of time.

Our nationwide presence in 400 locations across 44 states provides our associates with extensive opportunities to grow their careers in a diverse organization that truly values relationship capital above all else.

About the TeamHilltopSecurities' Wealth Management department values its relationship-based approach to serving clients.

Through our Private Client Group, we provide highly customized sound financial planning across a range of investment objectives and products.

Our Wealth Management professionals deliver a full suite of services for investors such as helping to build wealth, analyzing financial status and goals, advising on investment strategies, developing new business opportunities, and welcoming new clients.

You will also be able to learn and deliver behavioral financial concepts to clients, forge relationships with community and business leaders, and learn from experienced financial professionals about how to fully support the individuals you serve.

Our Clearing department supports more than 130 broker-dealers and Registered Investment Advisors who provide institutional and financial services through industry experts.

We aim to mitigate risk, realize competitive returns, and meet investing objectives.

As one of the nation's largest licensed broker-dealer clearing firms, we are focused on building long-term client relationships based on trust and personal service.

As a part of our Wealth Management team, you will also be encouraged to take advantage of our professional development opportunities.

This includes FINRA series exam sponsorship, tuition reimbursement, working with a mentor, and support from employees of all levels.

Wealth Management at HilltopSecurities will give you the fulfilling experience of building meaningful relationships that allow you to fully serve clients in their best interest.