Client Service Associate

About Hilltop Securities

Hilltop Securities Inc., a wholly owned subsidiary of Hilltop Holdings and a member of FINRA and SIPC, is dedicated to empowering independent financial professionals. Through its Independent Network (HTIN), the firm provides a robust home for independent registered representatives, offering a comprehensive suite of services including self-directed IRA accounts, research recommendations, and trust and money management.

About the Role

As a Client Service Associate, you will serve as a vital support pillar for our Independent Network, working alongside several financial advisors to enhance the client experience. This role is designed to reduce the administrative burden on our representatives while improving operational consistency across a rapidly growing client base.

In this position, you will provide remote, scalable, and compliant administrative support. Your day-to-day will involve managing client onboarding, maintaining accurate account records, and ensuring seamless communication between advisors and their clients. You will play a key part in operational workflows, utilizing CRM tools to manage tasks, scheduling, and follow-ups, ensuring that every client interaction is handled with professionalism and precision.

Hiring Process

Qualified candidates will be invited to discuss their experience and fit for the team. The process focuses on identifying individuals who possess strong organizational skills and a genuine desire to support the financial advisory community.

Equal Opportunity Employer

Hilltop Securities is an equal opportunity employer committed to building a diverse and inclusive workforce. We consider all qualified applicants regardless of background.