Account Services Specialist

About the role

HilltopSecurities is seeking an Account Services Specialist for the Government Investment Pool Division. This role supports cities, school districts, counties, and other government entities with enrollment and onboarding processes, as well as new account and account maintenance requests.

Responsibilities

• Process account paperwork for new and existing participants for local government investment pools.
• Work with clients to set up new accounts, update bank wiring and ACH information, and make changes to authorized account representatives.
• Assist with miscellaneous changes and detailed data entry of account information to department’s database and mainframe systems.
• Assist participants with research requests and provide account reports as needed.
• Collaborate with online system security personnel to add, delete, or modify user access, reset online credentials, and assist in periodic user reviews.
• Answer participant phone, email, fax, and online inquiries.
• Perform prescreening of participant and prospective participant investment policies and prepare certification letters for supervisory review.
• Complete client audit confirmations and maintain participant files, prepare enrollment packets, new participant electronic binders, distribute department mail, scan participant documentation, update account records, and assist with projects as assigned.
• Prepare monthly program newsletters and other department reports using Adobe InDesign and Harvard Graphics.

Qualifications

• Background in banking with 3-5 years’ experience, particularly in new accounts and customer service.
• Accurate and timely data entry skills are essential, along with strong attention to detail.
• Excellent interpersonal, organizational, and writing skills with the ability to prioritize multiple tasks while meeting deadlines.
• Ability to manage and prioritize multiple concurrent tasks in a fast-paced environment.
• Computer skills required include Microsoft Outlook, Word, Excel, PowerPoint, and SharePoint.

About Us

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 goals. As a subsidiary of HilltopHoldings, which also includes PlainsCapital Bank and PrimeLending, we have the financial strength and stability to withstand market fluctuations. Our nationwide presence in 400 locations across 44 states offers our associates numerous career growth opportunities within a diverse organization that values relationship capital above all else.

About The Team

With over 75 years in the financial industry, HilltopSecurities' Public Finance department ranks second in municipal advisories in the country. Our team of over 200 professionals develops over 1,100 financings annually, covering various sectors including toll roads, airports, hotels, higher education, health care, and more. As part of our Public Finance department, you will have the opportunity to support public entities' financing efforts across different sectors, analyzing and structuring deals for clients. Our use of industry-specific software packages enables us to conduct thorough financial analysis and present proposals and detailed presentations to our clients. We are committed to serving the public and are proud to contribute to the betterment of our communities.