Client Service Associate
December 10
🇺🇸 United States – Remote
🎸 Tennessee – Remote
⏰ Full Time
🟢 Junior
🟡 Mid-level
📁 Client Services
🚫👨🎓 No degree required
Description
• Hilltop Securities is currently looking to hire a Client Services Associate-Registered in Memphis. • The Registered Client Service Associate will work for several financial advisors and assist in servicing their clients with financial planning related needs. • This position will assist in servicing a large client base that is continually growing.
Requirements
• 3-5 years experience in the brokerage/financial services industry as a Client Service Associate. • Series 7 and 63 or 65/66 required. • High School Diploma or equivalent. College degree a plus. • 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 a plus. • Strong problem solving, 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).
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