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Client Service Associate

2 months ago

Sherman Oaks, United States Hilltop Holdings Full time
Job Description

Hilltop Securities Inc., a member of the FINRA and SIPC, is a wholly owned subsidiary of Hilltop Holdings. We offer and support a broad range of customer services, including self-directed IRA accounts, research recommendations, and trust and money management services. We are currently looking for a Registered Client Service Associate to support our Sherman Oaks, CA branch. Depending on the candidates work location preference, this position can be performed out of our Sherman Oaks, Roseville, Monterey, or San Diego Branch location. The Registered Client Service Associate will work for several financial advisors. This position will assist in servicing a large client base that is continually growing.

Responsibilities

  • Communicate with clients daily 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 FIS 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.
Qualifications
  • 1-3 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 FIS 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.