Client Success & Operations 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

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.