Operations Lead: Client Experience & Process Improvement

Hilltop Securities Inc.; Dallas (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

Hilltop Securities Inc. is seeking an Operations Lead in Dallas, Texas, responsible for overseeing various tasks in the Operations department after opening accounts or processing trades. The ideal candidate will monitor tasks, train new hires, and ensure excellent client experience.

Applicants should have three to five years of back office Operations experience and a high school diploma. Proficiency in Microsoft Excel and strong analytical skills are essential for success in this fast-paced environment.

Qualifications

• Three to five years back office Operations experience.
• Series 99 or Series 7 within 6 years of hire.
• Ability to work flexible shift assignments.

Responsibilities

• Monitor and verify tasks for processing accurate work.
• Train new hires and assist existing staff.
• Provide detailed analysis of client issues.

Skills

Customer focused with strong interpersonal skills

Proficiency with Microsoft Excel

Strong analytical skills

Detail oriented

Education

High school diploma or equivalent

Tools

Microsoft Excel

FIS

Job description

Hilltop Securities Inc. is seeking an Operations Lead in Dallas, Texas, responsible for overseeing various tasks in the Operations department after opening accounts or processing trades. The ideal candidate will monitor tasks, train new hires, and ensure excellent client experience.

Applicants should have three to five years of back office Operations experience and a high school diploma. Proficiency in Microsoft Excel and strong analytical skills are essential for success in this fast-paced environment.