About this role
Hilltop Securities is currently looking to hire a Registered Client Service Associate in Dallas, Texas. The Registered Client Service Associate (R-CSA) plays a critical role in supporting Financial Advisors (FAs), and their teams in delivering exceptional client service. This role involves direct client interaction, administrative support, and operational execution to ensure a seamless client experience. The R-CSA builds trusted relationships through consistent communication and a client-first mindset.
- High School Diploma or equivalent required; college degree a plus.
- Active Series 7 and Series 66 (or Series 63 and 65) licenses required.
- 2–4 years of experience in the financial services or brokerage industry, preferably in a client-facing role.
- 2+ years’ experience with financial products (equities, bonds, options, mutual funds, annuities, insurance, managed accounts).
- Intermediate to Advanced proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint); familiarity with portfolio software and brokerage systems is a plus.
- Exceptional attention to detail, even under pressure.
- Excellent interpersonal, communication, and client service skills.
- Ability to multitask, prioritize, and work in a fast-paced, deadline-driven environment.
- Discretion, tactfulness, and adaptability to changing demands.
- Team-oriented with a proactive and goal-driven mindset.
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.