Client Partners Specialist

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.

• 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.

• 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.