Client Partners Specialist

Hilltop Securities Inc.; Dallas (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

HilltopSecurities in the United States seeks a Client Partners Specialist to provide operational support and world-class service to clients. You will be the primary contact for inquiries, communicating with clients, internal partners and external service providers to resolve issues and fulfill requests.

You will track issues, triage, analyze data, and maintain high client satisfaction while collaborating across departments to improve processes and train teammates on product functionality.

Qualifications

• Bachelor’s degree or two plus years financial services experience.
• Excellent relationship building and communication skills, both oral and written.
• Skilled at effectively handling difficult customer service situations.
• High degree of computer literacy, with knowledge of various systems associated with operations processing.
• Strong PC skills including knowledge of MS Office Products and Internet preferred.

Responsibilities

• Provide detailed analysis, triage and tracking of client issues reported via email, phone and/or service center.
• Ensure an excellent client experience by providing dedicated, timely and efficient communication regarding the impact, current status and next steps of issues being researched.
• Act as a liaison between the client and internal departments in facilitating issue resolution.
• Manage multiple client concerns and inquiries in a dynamic environment.
• Establish strong understanding of clients' business and processes to better assess areas of improvement or opportunities for additional application training.
• Build and maintain client relationships and maintaining superior levels of client satisfaction.
• Assist in developing product-focused expertise within the team.
• Perform data analysis and operation metrics.
• Keep abreast of industry updates and changes that may impact assigned work functions and processes.
• Commit to learning & developing yourself to better Operations as a whole.

Skills

Customer service

Communication skills

Analytical thinking

MS Office

Cross-functional collaboration

Fast-paced environment

Education

Bachelor’s degree or 2+ years financial services experience

Tools

CRM software

Job description

Hilltop Securities is currently seeking a Client Partners Specialist. This is a unique opportunity to join our team to provide operational support and world-class customer service to our clients. In this role, you will be on a team acting as the primary point of contact for all inquiries. You will communicate directly with customers, as well as internal business partners and external service partners to effectively resolve issues, questions, and service requests. As a Client Partners Specialist, you will have an extensive impact on the client's organization and their ability to do business in an effective and timely manner. The Client Partners Specialist will accomplish this impact through proper tracking, raising issues when necessary, timely resolution of client issues & maintaining client satisfaction.

Responsibilities

• Provide detailed analysis, triage and tracking of client issues reported via email, phone and/or service center.
• Ensure an excellent client experience by providing dedicated, timely and efficient communication regarding the impact, current status and next steps of issues being researched.
• Act as a liaison between the client and internal departments in facilitating issue resolution.
• Manage multiple client concerns and inquiries in a dynamic environment.
• Establish strong understanding of clients' business and processes to better assess areas of improvement or opportunities for additional application training.
• Build and maintain client relationships and maintaining superior levels of client satisfaction.
• Assist in developing product-focused expertise within the team.
• Perform data analysis and operation metrics.
• Keep abreast of industry updates and changes that may impact assigned work functions and processes.
• Commit to learning & developing yourself to better Operations as a whole.

Qualifications

• Bachelor’s degree, preferably business-related or equivalent of two plus years financial service industry experience.
• High energy, positive attitude, client centric focused.
• Excellent relationship building and communication skills, both oral and written.
• Skilled at effectively handling difficult customer service situations.
• High degree of computer literacy, with knowledge of various systems associated with operations processing.
• Strong PC skills including knowledge of MS Office Products and Internet preferred.
• Aptitude to comprehend functions and procedures and disseminate that information in a clear and precise manner to others.
• Maintain a sense of ownership, be a self-starter, and have a strong attention to detail.
• Ability to work in a fast-paced, high call volume environment while maintaining accurate, complete, and high quality work in a timely manner.
• Ability to collaborate cross functionally.
• Strong analytical and critical thinking skills.
• Willing to obtain Series 7 within 1 year of hire date.

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.

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

The Operations department’s work is vital to the functionality and success of HilltopSecurities. The department provides back-office support and service for the entire firm. With well over 100 employees ranging from specialists to senior managers, each individual plays a specific role in the overarching operation of the company. Operations’ areas of focus include clearance, settlement, unit investment trusts, government and mortgage-backed securities, money market instruments, and OTC derivates. Our Operations professionals also manage transactions between mutual funds and insurance carriers and their respective investors. As a part of Operations, you are expected to provide high quality customer service, doing your best to make sure our clients succeed, and keeping their best interests as your highest priority. We value all of our team members, and your commitment to our firm will have a significant impact on the way we operate. We encourage all Operations employees to obtain FINRA licenses and support them in this endeavor. We also provide additional professional development resources to help advance our team members’ careers. In the Operations department, you will be surrounded by people who are passionate about HilltopSecurities and upholding our reputation as a leading municipal investment bank.