Account Services Specialist

Hilltop Securities Inc.; Dallas (TX); On-site; USD 42,000 - 66,000; Full time

Job summary

HilltopSecurities is seeking an Account Services Representative for its Government Investment Pool Division. The role supports cities, school districts, counties, and other government participants through enrollment, onboarding, and ongoing account maintenance.

Responsibilities include processing paperwork, setting up accounts, updating wiring/ACH details, managing user access, and generating reports. Strong data entry, writing, and multitasking skills are essential in a fast-paced environment.

Qualifications

• Background in banking with 3–5 years’ experience.
• Accurate and timely data entry with attention to detail.
• Excellent interpersonal, organizational, and writing skills.
• Ability to manage multiple tasks in a high-paced environment.
• Proficiency with Microsoft Office and SharePoint.

Responsibilities

• Process account paperwork for new and existing participants for local government investment pool.
• Set up new accounts, update wiring/ACH information, and changes to authorized representatives.
• Detailed data entry of account information into department databases and mainframe systems.
• Assist participants with research requests and providing account reports.
• Manage user access and reset online credentials; assist in periodic user reviews.
• Assist the Funds Transfer Representative with inquiries via phone, email, fax, and online.
• Prescreen participant policies and prepare certification letters for supervisory review.
• Maintain participant files and prepare enrollment packets and binders.
• Prepare monthly program newsletters and other department reports using Adobe InDesign and Harvard Graphics.
• Other duties as assigned.

Skills

Banking experience

Data entry

Interpersonal skills

Writing skills

Multitasking

Prioritization

Tools

Microsoft Outlook

Word

Excel

PowerPoint

SharePoint

Job description

The Account Services Representative for Government Investment Pool Division provides support to cities, school districts, counties, and other government entity participants. Primary responsibility is to assist prospective entities with the enrollment and onboarding process and current participants with any new account or account maintenance requests as well as any other account inquiries.

Responsibilities

• Process account paperwork for new and existing participants for local government investment pool.
• Work with clients to set up new accounts, update changes to bank wiring and ACH information, make changes to authorized account representatives as well as address any miscellaneous change.
• Detailed data entry of account information to department’s database and mainframe systems
• Assist participants with research requests and providing account reports as needed.
• Work closely with online system security personnel to add, delete or modify user access, reset online credentials and assist in periodic user reviews.
• Assist the Funds Transfer Representative in answering participant phone, email, fax and online inquiries.
• Perform prescreening of participant and prospective participant investment policies and prepare certification letters for supervisory review as well as completion of client audit confirmations.
• Maintain participant files, prepare enrollment packets and new participant electronic binders, distribute department mail, scan participant documentation and update account records, and assist with projects as assigned.
• Preparation of monthly program newsletters and other department reports using Adobe InDesign and Harvard Graphics.
• Other duties as assigned

Qualifications

• Background in banking with 3-5 years’ experience particularly in new accounts and customer service.
• Accurate and timely data entry skills are a must and attention to detail is critical.
• Excellent interpersonal, organizational, and writing skills with the ability to prioritize multiple tasks while meeting deadlines.
• Ability to manage and prioritize multiple concurrent tasks in a timely manner in a high paced environment
• Computer skills required include Microsoft Outlook, Word, Excel, PowerPoint and SharePoint.

The 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.

About Us

At HilltopSecurities, we believe in building noble and collaborative relationships that enrich the financial future of individuals, businesses and communities. With an extensive portfolio of products, we deliver a broad range of investment banking and related financial services that help our clients achieve their definition of success. As a subsidiary of HilltopHoldings, which also encompasses PlainsCapital Bank, and PrimeLending, we have the financial strength and stability that has withstood the test of time. 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

With 75 years in the financial industry, HilltopSecurities’ Public Finance department stands among the best firms nationwide, ranking second in municipal advisories in the country. Our team of over 200 professionals develop over 1,100 financings each year on average. As part of HilltopSecurities’ Public Finance department, you have the opportunity to support public entities’ financing efforts across a variety of sectors such as toll roads, airports, hotels, higher education, health care, and more, in addition to public-private partnerships. You are given the responsibility to analyze and structure deals for clients across all sectors. Our use of industry-specific software packages allows us to conduct extensive financial analysis and present proposals and detailed presentations to our clients. We work to better the lives of those around us, and we start with those who trust us with moving our communities forward. We are dedicated to serving the public and are proud to work with clients across the country.