Client Service Associate

6 days ago

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Hilltop Holdings

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1001 - 5000

Description

• Communicate with clients on a daily basis regarding account maintenance, fund or position transfers, journals and new account creation. • Maintain customer account information including updating files and records and handling written correspondence. • Provide administrative support to assigned Registered Representative(s) including, preparing and reviewing client documents, handling client account maintenance requests, assisting with marketing and 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 special projects and tasks as assigned.

Requirements

• Desire to become Registered Sales Assistant by obtaining Series 7 and 63 a plus. • 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 FIS and IFS a plus. • Strong customer service and relationship building skills. • Basic understanding of operations, policies and procedures (i.e. regulations and compliance requirements).