Client Partners Specialist

PrimeLending • Dallas, TX

5d

About The Position

The Client Partners Specialist at HilltopSecurities provides operational support and high‑quality customer service as the main point of contact for client inquiries. The role involves communicating with clients, internal teams, and external partners to resolve issues, answer questions, and manage service requests. Specialists are responsible for tracking and escalating issues when needed, ensuring timely resolutions, and maintaining strong client satisfaction. Within the Client Partners Team, this position offers internal candidates a chance to broaden their skills in a fast‑paced environment. It provides deep exposure to how the company’s products, services, and departments work together. The role strengthens problem‑solving abilities, enhances understanding of the full client experience, and builds confidence in navigating complex situations with multiple stakeholders.

Requirements

• 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.

Responsibilities

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level