Client Partners Specialist

Hilltop Holdings • 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.

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, and PrimeLending, 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.
The Operations department’s work is vital to the functionality and success of
HilltopSecurities. The department provides back-office support and service for
the entire firm. With well over 100 employees ranging from specialists to senior
managers, each individual plays a specific role in the overarching operation of
the company. Operations’ areas of focus include clearance, settlement, unit
investment trusts, government and mortgage-backed securities, money market
instruments, and OTC derivates. Our Operations professionals also manage
transactions between mutual funds and insurance carriers and their respective
investors. As a part of Operations, you are expected to provide high quality
customer service, doing your best to make sure our clients succeed, and keeping
their best interests as your highest priority. We value all of our team members,
and your commitment to our firm will have a significant impact on the way we
operate. We encourage all Operations employees to obtain FINRA licenses and
support them in this endeavor. We also provide additional professional
development resources to help advance our team members’ careers. In the
Operations department, you will be surrounded by people who are passionate about
HilltopSecurities and upholding our reputation as a leading municipal investment
bank.

Responsibilities

• Provide operational support
• Provide high‑quality customer service as the main point of contact for client inquiries
• Communicate with clients, internal teams, and external partners to resolve issues, answer questions, and manage service requests
• Track and escalate issues when needed
• Ensure timely resolutions
• Maintain strong client satisfaction

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed