HilltopSecurities is looking to hire a Client Service Associate to work in the Plano, Texas office. The Client Service Associate will work for several financial advisors. This position will 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.
- High School graduate or equivalent.
- Desire to become Registered Sales Assistant by obtaining Series 7 and 63 a plus.
- 1 to 2 years of front desk and operational experience preferred.
- Should possess clear and professional verbal communication skills.
- Intermediate computer skills, with an emphasis in Microsoft Office Word, Excel, PowerPoint, and Outlook.
- Strong customer service skills while being detail oriented with excellent organizational skills.
- Ability to work with all levels of management and personnel within the organization.
- Must be able to prioritize and handle time-sensitive transactions and strong decision-making skills.
- Ability to handle a wide variety of tasks with minimal supervision.
- Team player with ability to perform effectively in a fast-paced environment.
Must be dependable and punctual.
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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.