Financial Services Specialist

2 hours ago

Dallas, Texas, United States Hilltop Holdings Full time
About the Role

HilltopSecurities is seeking a highly skilled Financial Services Specialist to join our Wealth Management team. As a key member of our team, you will be responsible for ensuring a seamless transition of financial professionals to our organization.

Key Responsibilities
  • Work closely with the Advisory Services Group and Insurance team to facilitate new advisor onboarding and training.
  • Manage Salesforce recruiting database to ensure accurate and up-to-date data entries.
  • Provide exceptional customer service and support to our clients and internal teams.
  • Collaborate with the Wealth Management department to create and update transition checklists and timelines.
  • Enhance the electronic signature process for transitions using DocuSign.
  • Remediate post-transition NIGO paperwork to ensure a successful transition of financial professionals.
  • Assist in the creation of monthly management reports for transitions in progress and upcoming transitions.
  • Provide regular transition status updates to supervisors.
Requirements
  • High school diploma or equivalent; degree preferred.
  • Licensure: SIE and Series 99 or Series 7 preferred.
  • Experience in processing new account paperwork and brokerage paperwork requirements is a plus.
  • Ability to work overtime and weekend work as needed, often on short notice.
  • Some travel may be required.
  • Ability to work in a fast-paced environment while maintaining accurate, complete, and high-quality work in a timely manner.
  • Strong relationship building and communication skills, both oral and written.
  • Ability to effectively handle difficult customer service situations.
  • Ability to prepare and maintain confidential records and reports.
  • Ability to work successfully with other departments and individuals at all levels.
  • Self-motivated team player and individual contributor.
  • Experience with DocuSign or the electronic signature process.
  • Strong PC skills, including knowledge of Salesforce, MS Office Products, specifically Word, Excel, and TEAMS.
About Us

HilltopSecurities is a subsidiary of Hilltop Holdings, a leading financial services company. We pride ourselves on building noble and collaborative relationships that enrich the financial future of individuals, businesses, and communities. Our nationwide presence in 400 locations across 44 states provides our associates with extensive opportunities to grow their careers in a diverse organization that truly values relationship capital above all else.

About the Team

HilltopSecurities' Wealth Management department values its relationship-based approach to serving clients. Through our Private Client Group, we provide highly customized sound financial planning across a range of investment objectives and products. Our Wealth Management professionals deliver a full suite of services for investors, including helping to build wealth, analyzing financial status and goals, advising on investment strategies, developing new business opportunities, and welcoming new clients.

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