D.A. Davidson Companies Client Associate in Missoula, Montana
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients' financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
We are currently seeking an especially sharp, motivated and detail focused Client Associate to support our Financial Advisors (FAS) and their clients. The ideal candidate will be personable, friendly, and enjoy working with people. This team oriented role requires outstanding attention to detail, the ability to balance multiple requests, excellent client service skills, and a high level of integrity and confidentiality with respect to client, FA, branch and company information. This is an exceptional career opportunity in the Financial Services Industry.
Previous experience in an office setting required. High School diploma, GED or comparable work experience. Post-Secondary education preferred. Solid technology skills (Microsoft Word, Excel and Outlook). Ability to relate to others. Strong Communication skills (written, verbal, and listening). Good judgement and problem solving skills. Excellent client service skills. Strong attention to detail and accuracy. Ability to handle multiple demands in a fast paced detail oriented environment. Ability to maintain regular, predictable attendance.
Provide administrative support, including but not limited to answering phones, client correspondence, scheduling appointments, making outgoing phone calls, filing, and other projects as assigned by FA or Branch Manager. Provide especially professional and courteous customer service supporting client satisfaction including effectively articulating certain requirements in a regulatory environment. Adherence to all Branch, Firm and Compliance policies, procedures, rules and regulations. Review, maintain and process account documents and information - Inform FA of relevant information and activities related to client accounts and transactions including suspicious activity. Assist FA in developing and implementing periodic client mailings, communications and events. Facilitate the transfer of client funds and/or securities and the issuance of checks upon request.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Keyword: Client Associate
From: D.A. Davidson Companies