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.
Client Support:
Administrative Support:
Education & Licensing:
Experience:
Skills & Attributes:
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.
Job Identification: 31414
Job Category: Sales Management & Support
Posting Date: 08/04/2025, 07:20 PM
Job Schedule: Full-Time
Locations: 8201 Preston Road, Dallas, TX, 75225, US; 7000 N. Mopac Expressway, Austin, TX, 78731, US; 700 Milam St, Houston, TX, 77002, US (On-site)
Business Unit: Hilltop Securities
Client Service Associate - Registered • Dallas, TX, US
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