Hilltop Holdings

Client Services Representative

• Serve as the primary point of contact for client inquiries, including account queries, stock orders, payments, and documentation.
• Assist with account opening, onboarding, due diligence, and ongoing monitoring.
• Execute money movement transactions and enter trade orders at the direction of the FA.
• Educate and enroll clients in digital tools (e.g., eSign, eAuthorization).
• Maintain and update client account information, including investment objectives and risk tolerance.
• Support client meetings, business trips, and investment proposals with necessary documentation.
• Ensure compliance with legal, regulatory, and internal policy requirements.
• Help implement and maintain the FA/team’s marketing strategy (e.g., website updates).
• Manage calendars, schedule meetings, and coordinate logistics including Zoom credentials and materials.
• Handle travel arrangements, prepare expense reports, and manage reimbursements.
• Answer inbound and outbound calls, providing updates and scheduling follow-ups.
• Perform general office duties such as filing, scanning, and maintaining records.
• Act as gatekeeper during prime market hours to ensure focus and efficiency.

Client Service Associate, Registered

Business Development Rep

• Monitors market share and pricing within a specified area of focus on a regular basis
• Establishes marketing strategies to ensure business will meet or exceed Company’s objectives
• Ensures all components to completing and managing the business relationship are performed in accordance with all governmental, regulatory and company procedures and guidelines
• Prepares and presents business plans to Executive Committee for partnership approval
• Protects organization's value by keeping information confidential
• May represent the Company at various industry meetings and conferences, participating in professional organizations, as well as civic and community events
• Meets regularly with Executive Leadership to discuss strategic business plans, production goals, customer service initiatives and budget review
• Works with Executive Management personnel to develop and administer a prospecting plan that will accomplish the goals and objectives of the Company
• May review various reports for profitability, budget adherence, cost control, etc and follows up with relevant parties as appropriate to strategize on action plans
• Enhances organization reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments
• May work with field locations as appropriate on any knowledge transfer or training opportunities to ensure actions continue to drive towards meeting company objectives
• Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks
• Other duties as assigned or required

Business Developer

Analyst

• Responsible for partnering with Production leadership to prepare, revise, implement and administer compensation arrangements designed and developed specifically for sales employees.
• Incumbents in this role will serve as a key client facing partner responsible for analyzing, interpreting and messaging information for the purpose of driving change management.

Client Service Associate, Registered

Business Developer

Incentive Compensation Analyst