Client Service Representative

3 weeks ago

Roseville, California, United States Hilltop Securities Inc. Full time

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 seeking a Client Service Representative to support our Roseville, CA branch. The Client Service Representative will work for several financial advisors, assisting 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 Representatives, 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 a Problem/Solution Log to keep Registered Representatives aware of service problems underway and to what level managed to client satisfaction.
  • Act as a gatekeeper for Registered Representatives during prime market time.
  • Assist with special projects and tasks as assigned.

Qualifications:

  • 1-3 years of experience in the brokerage/financial services industry as a Client Service Representative.
  • 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).

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