Client Service Associate - Registered jobs in United States
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Hilltop Holdings ยท 5 months ago

Client Service Associate - Registered

Hilltop Holdings is a company focused on delivering exceptional client service, and they are seeking a Registered Client Service Associate. The R-CSA plays a critical role in supporting Financial Advisors by providing direct client interaction, administrative support, and operational execution to ensure a seamless client experience.

BankingFinancial Services

Responsibilities

Support Financial Advisors (FAs) and their teams in delivering exceptional client service
Provide direct client interaction
Administrative support
Operational execution to ensure a seamless client experience
Build trusted relationships through consistent communication and a client-first mindset

Qualification

Client-first mindsetBuilds trusted relationshipsConsistent communication

Required

Critical role in supporting Financial Advisors (FAs)
Direct client interaction
Administrative support
Operational execution to ensure a seamless client experience
Builds trusted relationships through consistent communication
Client-first mindset

Company

Hilltop Holdings

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Hilltop Holdings is a financial services firm specializing in mortgage origination, financial advisory, and insurance services.

Funding

Current Stage
Late Stage

Leadership Team

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Bill Lines
Chief Technology Officer
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Will Furr
CFO
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Company data provided by crunchbase