Client Service Representative

3 days ago

Roseville, California, United States Hilltop Securities Inc Full time
Job Title: Registered Client Service Associate

Hilltop Securities Inc., a leading financial services firm, is seeking a highly skilled Registered Client Service Associate to join our team in Roseville, CA.

Job Summary:

We are looking for a detail-oriented and organized individual to provide exceptional client service and support to our financial advisors. The successful candidate will be responsible for maintaining accurate client account information, communicating with clients, and providing administrative support to our team.

Responsibilities:

  • Communicate with clients daily regarding stock quotes, buy vs. sell 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, and 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 Registered Client Service Associate.
  • Series 7 and 63/66 license required.
  • High School Diploma or equivalent.
  • Highly proficient computer skills in Microsoft Office applications, 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).

About Us:

Hilltop Securities Inc. is a member of the FINRA and SIPC, and a wholly owned subsidiary of Hilltop Holdings. We offer a broad range of customer services, including self-directed IRA accounts, research recommendations, and trust and money management services.

  • Client Service Representative

    3 weeks ago

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

    {"title": "Client Service Representative", "content": "Job SummaryHilltop Securities Inc., a leading financial services company, is seeking a highly skilled Client Service Representative to support our Roseville, CA branch. As a key member of our team, you will provide exceptional customer service to our clients, working closely with financial advisors to...

  • Client Service Representative

    3 weeks ago

    Roseville, California, United States Hilltop Securities Inc Full time

    Job Title: Registered Client Service AssociateHilltop Securities Inc., a leading financial services firm, is seeking a highly skilled Registered Client Service Associate to join our team in Roseville, CA.Job Summary:We are looking for a detail-oriented and organized individual to provide exceptional client service and support to our financial advisors. The...

  • Client Service Representative

    1 week ago

    Roseville, California, United States Tri Counties Bank Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Tri Counties Bank. As a Client Service Associate, you will play a critical role in supporting our Financial Advisors with the establishment, servicing, and maintenance of investment accounts.Key ResponsibilitiesInitiate outbound calls to clients and...

  • Client Service Representative

    2 weeks ago

    Roseville, California, United States Tri Counties Bank Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Tri Counties Bank. As a Client Service Associate, you will play a critical role in supporting our Financial Advisors with the establishment, servicing, and maintenance of investment accounts.Key ResponsibilitiesInitiate outbound calls to clients and...

  • Client Service Representative

    4 weeks ago

    Roseville, California, United States Ethosvet Full time

    About the RoleThe Client Care Specialist will provide exceptional customer service to our clients, ensuring a positive experience at our hospital. This role requires strong communication skills, attention to detail, and the ability to multitask in a fast-paced environment.ResponsibilitiesWelcome clients in a friendly and compassionate mannerPrepare and...

  • Client Service Associate

    2 days ago

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

    Job Title: Registered Client Service AssociateHilltop Securities Inc., a leading financial services company, is seeking a highly skilled Registered Client Service Associate to join our team in Roseville, CA.The ideal candidate will possess excellent communication skills, a strong attention to detail, and the ability to work in a fast-paced environment. As a...

  • Client Service Associate

    2 weeks ago

    Roseville, California, United States Tri Counties Bank Full time

    Job Title: Client Service Associate ICome join a dynamic team at Tri Counties Bank, where you can make a real difference in the lives of our clients. As a Client Service Associate I, you will play a vital role in supporting our Financial Advisors with the establishment, servicing, and maintenance of investment accounts.Key Responsibilities:Initiate outbound...

  • Client Service Associate

    2 weeks ago

    Roseville, California, United States Hilltop Holdings Full time

    Job Title: Client Service AssociateHilltop Securities is seeking a highly skilled Client Service Associate to join our team. As a Client Service Associate, you will play a critical role in providing exceptional customer service to our clients, ensuring their needs are met, and exceeding their expectations.Responsibilities:Communicate with clients on a daily...

  • Customer Service Representative

    3 weeks ago

    Roseville, California, United States Mister Sparky ofRoseville and Rocklin, CA Full time

    Job Title: Client Care RepresentativeMister Sparky of Roseville and Rocklin, CA is seeking a professional Client Care Representative to join our team.Job SummaryA Client Care Representative at Mister Sparky is responsible for answering incoming client telephone calls and assisting with the supervision and dispatching of all scheduled service and maintenance...

  • Financial Services Representative

    3 weeks ago

    Roseville, California, United States Global Financial Impact - Marco Esquivel Full time

    Job OverviewGlobal Financial Impact is seeking a highly motivated and results-driven Financial Services Representative to join our team. As a Financial Services Representative, you will play a critical role in helping clients and businesses achieve their financial goals by providing expert advice and solutions.Key ResponsibilitiesObtain and maintain...

  • Customer Service Representative

    3 weeks ago

    Roseville, California, United States SpeeDee Oil Change and Auto Service Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative at SpeeDee Oil Change and Auto Service. As a key member of our team, you will be responsible for providing exceptional customer service, ensuring a positive experience for our customers, and maintaining a clean and organized work...

  • Senior Customer Service Representative

    2 weeks ago

    Roseville, California, United States Enterprise Full time

    Enterprise Customer Assistance RepresentativeAs a Customer Assistance Representative at Enterprise, you will be responsible for providing exceptional customer service to our clients. Your primary duties will include:Key Responsibilities:Respond to incoming calls, reservations, and rate quotes in a timely and professional manner.Provide accurate and helpful...

  • Client Care Specialist

    2 weeks ago

    Roseville, California, United States Mister Sparky Full time

    Job SummaryA Mister Sparky Client Care Representative plays a vital role in ensuring exceptional customer experiences. This position involves answering incoming client calls, supervising service and maintenance calls, and providing top-notch support to our valued customers.Key ResponsibilitiesAnswer incoming client calls in a timely and professional manner,...

  • Client Associate

    7 days ago

    Roseville, California, United States Tri Counties Bank Full time

    Job Title: Client Associate ITri Counties Bank is seeking a highly motivated and detail-oriented Client Associate I to join our team. As a Client Associate I, you will play a critical role in supporting our Financial Advisors with the establishment, servicing, and maintenance of investment accounts.Key Responsibilities:Initiate outbound calls to clients and...

  • Client Service Associate

    2 days ago

    Roseville, California, United States Tri Counties Bank Full time

    Job Title: Client Service Associate IAt Tri Counties Bank, we are seeking a highly skilled and detail-oriented Client Service Associate I to join our team. As a key member of our financial services team, you will play a critical role in providing exceptional customer service to our clients, ensuring their financial needs are met, and supporting the growth of...

  • Customer Service Representative

    4 weeks ago

    Roseville, California, United States New York Life Full time

    Customer Service ProfessionalWe are seeking a highly skilled Customer Service Professional to join our team at New York Life. As a key member of our Service Organization, you will play a critical role in providing exceptional customer service to agents, clients, and Field Management.Key Responsibilities:Provide day-to-day customer service to agents, clients,...

  • Client Service Associate

    3 weeks ago

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

    Job Title: Registered Client Service AssociateHilltop Securities Inc., a leading financial services firm, is seeking a highly skilled Registered Client Service Associate to join our team in Roseville, CA.Job Summary:We are looking for a detail-oriented and organized individual to provide exceptional client service and support to our financial advisors. The...

  • Client Service Associate

    2 weeks ago

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

    Job Title: Registered Client Service AssociateHilltop Securities Inc., a leading financial services firm, is seeking a highly skilled Registered Client Service Associate to join our team in Roseville, CA.Job Summary:We are looking for a detail-oriented and organized individual to provide exceptional client service and support to our financial advisors. The...

  • Client Service Associate

    5 days ago

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

    Job Title: Registered Client Service AssociateHilltop Securities Inc., a leading financial services firm, is seeking a highly skilled Registered Client Service Associate to join our team in Roseville, CA.Job Summary:We are looking for a detail-oriented and organized individual to provide exceptional client service and support to our financial advisors. The...

  • Customer Service Representative

    4 weeks ago

    Roseville, California, United States Ray O. Cook Heating & Air Full time

    About Ray O. Cook Heating & AirFor over 70 years, Ray O. Cook Heating & Air has been a trusted name in the Greater Sacramento area for residential heating and cooling needs. Our commitment to honesty, integrity, and superior satisfaction has been unwavering since 1947.Job SummaryWe are seeking a full-time Customer Service Representative to join our team. As...