Client Service Associate
3 weeks ago
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.
-
Client Service Associate
4 weeks ago
Dallas, United States Texas Capital Bancshares, Inc. Full timeTexas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow. While we are rooted in core financial products, we are differentiated by our...
-
Client Service Associate
2 days ago
Dallas, United States Smart Business Concepts, LLC Full timeOur Client, a Wealth Management Firm, is looking for a Client Service Associate. They're looking for someone who is detail oriented and passionate about creating a great client experience.Job Description and Duties:Provide an excellent client experience for clients through various touchpointsClient records maintenance and retentionFinancial data entryAttend...
-
Client Service Associate
3 days ago
Dallas, United States Smart Business Concepts, LLC Full timeOur Client, a Wealth Management Firm, is looking for a Client Service Associate. They're looking for someone who is detail oriented and passionate about creating a great client experience.Job Description and Duties:Provide an excellent client experience for clients through various touchpoints Client records maintenance and retention Financial data entry...
-
Client Service Associate
4 weeks ago
Dallas, United States Smart Business Concepts Full timeOur Client, a Wealth Management Firm, is looking for a Client Service Associate. They're looking for someone who is detail oriented and passionate about creating a great client experience.Job Description and Duties:Provide an excellent client experience for clients through various touchpointsClient records maintenance and retentionFinancial data entryAttend...
-
Client Service Associate
4 weeks ago
Dallas, United States Tolleson Wealth Management Full timeJob DescriptionJob DescriptionOverview: As a Client Service Associate, you will have the opportunity to positively impact the lives of our clients by cultivating and enhancing new and existing client relationships. Through proactive and strategic client interaction you will develop a deep understanding of their financial needs and help with client requests,...
-
Client Service Associate
3 weeks ago
Dallas, United States Hilltop Holdings Full timeHilltopSecurities 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...
-
Operations Associate
1 week ago
Dallas, United States Parallel Advisors Full timeJob DescriptionJob DescriptionJob Summary:The Operations Associate will be joining a fast-growing Registered Investment Advisor firm with a culture of entrepreneurship, education, and collaboration. The Associate will assist in the implementation of new client accounts and the ongoing servicing of existing clients. As a member of the operations team, the...
-
Senior Wealth Client Service Associate
4 weeks ago
Dallas, United States The Judson Group Full timeReference Number: MHH7446 Location: Dallas, Texas Judson Group has been retained by a leading holistic independent financial advisory firm in the search for a Senior Wealth Client Service Associate . The firm is known for their commitment to building client relationships and providing individualized investment management solutions. This candidate will have...
-
Operations Associate
2 weeks ago
Dallas, United States Parallel Advisors Full timeJob DescriptionJob DescriptionJob Description: The Operations Associate - Client Service (Alternatives) will be joining a fast-growing Registered Investment Advisor firm with a culture of entrepreneurship, education, and collaboration. The Associate will be dedicated to quality control via a variety of performance and project management responsibilities...
-
Client Services Associate
4 days ago
Dallas, United States DCAC Full timeJob DetailsJob LocationDallas Children's Advocacy Center - Dallas, TXPosition TypeFull TimeEducation LevelHigh SchoolTravel PercentageNegligibleJob ShiftDayJob CategoryAdmin - ClericalDescriptionThe Dallas Children's Advocacy Center is seeking an experienced administrative support professional to support the administrative needs of the therapy department....
-
Client Service Associate
4 days ago
Dallas, United States Third Bridge Full timeCompany Description About Third Bridge Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world's top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights...
-
Client Service Associate
3 days ago
Dallas, United States Brighton Jones LLC Full timeAre you ready to make a positive impact on clients, colleagues, and the global community? Do you value commitment, curiosity, continuous growth, compassion, community, and collaboration?Join us at Brighton Jones; our purpose is to make the world a better place through our clients living richer lives. We are the largest RIA in the Pacific Northwest,...
-
Client Service Associate
4 days ago
Dallas, United States Brighton Jones Full timeAre you ready to make a positive impact on clients, colleagues, and the global community? Do you value commitment, curiosity, continuous growth, compassion, community, and collaboration?Join us at Brighton Jones; our purpose is to make the world a better place through our clients living richer lives. We are the largest RIA in the Pacific Northwest,...
-
Client Relations Associate
1 week ago
Dallas, United States Elite Generations Full timeAt Elite Generations, our dedicated team is deeply committed to making a positive impact on our community. We're looking for a Client Relations Associate to provide exceptional assistance to our nonprofit clients, new and existing, in their efforts to expand their charitable outreach. In this role, you'll take a proactive approach to support...
-
Client Service Associate
3 days ago
Dallas, United States Third Bridge Full timeCompany DescriptionAbout Third Bridge Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world's top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights...
-
Client Services Associate
5 days ago
Dallas, United States DCAC Full timeJob DetailsJob Location Dallas Children's Advocacy Center - Dallas, TX Position Type Full Time Education Level High School Travel Percentage Negligible Job Shift Day Job Category Admin - Clerical Description The Dallas Children's Advocacy Center is seeking an experienced administrative support professional to support the administrative needs of the therapy...
-
Client Relations Associate
1 week ago
Dallas, United States Elite GI. Full timeJob DescriptionJob DescriptionAt Elite Generations, our dedicated team is deeply committed to making a positive impact on our community. We're looking for a Client Relations Associate to provide exceptional assistance to our nonprofit clients, new and existing, in their efforts to expand their charitable outreach. In this role, you'll take a...
-
Senior Tax Associate
5 days ago
Dallas, United States Andersen Tax Full timeThe Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll...
-
Associate, Client Service I
4 days ago
Dallas, United States The Bank of New York Mellon Full timeBring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work...
-
Associate, Client Service I
4 days ago
Dallas, United States BNY Mellon Full timeBring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work...