Job description
Job Summary:
Hilltop Securities is currently seeking a Client Partners Specialist within the Operations department in our Dallas, Texas headquarters. 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.
What will you get from this role?
- Partner with some of the industries most experienced professionals with a firm legacy that spans over 75 years.
- Drive, passion, and execution on a shared company mission with a team that is as motivated as you are!
- 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.
- Integrate and implement complex system entitlements which will be role-based access controls
- Manage access needs and perform routine system administration tasks
- 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.
- 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. ServiceNow experience a plus.
- 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 the Company:
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.
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