• Specialist, New Accounts

    Job Locations US-TX-Dallas
    Req #
    Location Name
    (HTS) Dallas, TX - Renaissance Tower
    Company Name
  • Job Summary

    The New Accounts department is part of the of the operations group at Hilltop Securities. The New Accounts specialist serves customers by completing enrollments and conversion mailings; responding to requests; resolving complaints while maintaining quality service. 


    The Operations group is a collection of sub-departments which is responsible for everything after an account is opened or a trade occurs. The Operations group's responsibilities include opening customer accounts, account maintenance, receiving and delivering money and securities to customers, and many more.


    Essential Functions

    • Under moderate to close supervision, performs routine or basic functions according to department guidelines.
    • Prepares work to be processed by gathering, sorting, organizing, and recording data, information, and documents.
    • Completes enrollments by analyzing and auditing documents, researching and resolving processing problems.
    • Completes conversion mailings by coordinating requirements; developing plans.
    • Provides information by collecting, analyzing, and summarizing information; responding to requests.
    • Resolves complaints by investigating issues and composing responses.
    • Maintains quality service by monitoring standards; advising supervisor of potential problems.
    • Prepares reports by collecting and analyzing information.
    • Updates job knowledge by participating in educational opportunities.
    • Enhances department and organization reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.

    Job Requirements


    • College graduate and 1 - 2 years Financial Services experience a plus 
    • High school diploma or equivalent with 1 plus year previous office/clerical experience 
    • Knowledge of basic security industry terminology and financial markets a plus
    • Customer focused with effective interpersonal and communication skills
    • Working knowledge of Microsoft Excel, Word and Outlook
    • Detail oriented with the ability to prioritize workload to meet daily deadlines
    • Able to work additional hours and/or flexible shift assignments when needed


    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, PrimeLending and National Lloyds corporation, 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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