Client Service Associate

Company: Hilltop Holdings
Location: Sherman
Posted on: March 16, 2023

Job Description:

Hilltop Securities Inc., a member of the FINRA and SIPC, is a wholly owned subsidiary of Hilltop Holdings. Hilltop Securities 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. The Client Service Associate will work for several financial advisors. This position will assist in servicing a large client base that is continually growing. Essential Functions Answer 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 any and all administrative duties as assigned. Job Requirements High 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 the Company At 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.

Keywords: Hilltop Holdings, Allen , Client Service Associate, Other , Sherman, Texas