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Client Associate
$50k-65k (estimate)
Full Time 0 Months Ago
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D.A. Davidson Companies is Hiring a Client Associate Near Billings, MT

Job Description:

D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Billings, MT branch. In this team-critical role, you will work alongside Financial Advisors to provide outstanding client service and support. This is an outstanding opportunity to advance your career in the financial services industry in an environment of continual growth and development.

If you have a passion for creating an exceptional client experience, enjoy working collaboratively as part of a team and relish detail and accuracy, we want to hear from you!
Experience and Skills:

Primary Qualifications:
  • Eager to advance and grow in the Financial Services Industry ‒ Opportunity to complete the Securities Industry Essentials (SIE) and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]).
  • High school graduate or comparable work experience. Post-secondary education preferred.
  • Solid technology skills (Microsoft Word, Excel and Outlook) and the desire to learn and leverage innovative technologies to optimize the client experience.
  • Proven ability to build client/customer relationships including excellent communication (written and verbal) and problem-solving skills.
  • Strong attention to detail and accuracy including the ability to accurately perform semi-advanced math.
  • Ability to successfully handle multiple demands and competing priorities in a deadline-oriented environment.
Primary Duties:
  • Provide extraordinarily professional and courteous client service managing client requests, account maintenance and effectively articulating certain requirements in a regulatory environment.
  • Review, maintain and process account documents and information as well as solve complex issues and assignments related to client accounts and transactions including suspicious activity.
  • Assist with crafting comprehensive financial plans for current and prospective clients.
  • Assist 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.
  • Seek to innovate and streamline processes.
  • Provide general support, including but not limited to phone, correspondence, appointments, filing and other projects as assigned.
  • Adherence to all branch, firm and compliance policies, procedures, rules and regulations.
  • Other projects and duties as assigned.
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
  • Company 401(k)and ESOP contribution
  • Generous sick, vacation, and maternity/parental leave
  • Paid holidays
  • Professional Development Opportunities
  • Discounted personal insurance including home, auto and recreational vehicles
  • Charitable gift-matching program
  • Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work.

D.A. Davidson has been in business for over 87 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!

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.
From: D.A. Davidson Companies

Job Summary

JOB TYPE

Full Time

SALARY

$50k-65k (estimate)

POST DATE

05/08/2023

EXPIRATION DATE

05/15/2024

WEBSITE

dadavidson.com

HEADQUARTERS

BOGOTA, NJ

SIZE

25 - 50

FOUNDED

1935

CEO

NICOLE DAVIDSON

REVENUE

$5M - $10M

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About D.A. Davidson Companies

At D.A. Davidson Companies, we identify and evaluate market trends, investment ideas and business opportunities, and turn them into actionable insights and strategies. Founded in 1935 as a small brokerage firm, D.A. Davidson has grown into a diversified financial services company comprised of seven distinct business units across the U.S. Through the years, our most important service has remained consistent: a personalized approach that reflects the individuality of each of our clients. As part of an employee-owned company, each of our associates has a unique perspective of success. We believe ...in doing what is right for our clients and are empowered to deliver high-impact solutions. We are with our clients every step of the wayleveraging our nationally-recognized research, capital markets and investment banking expertise, and a robust network of financial advisors. Clients not only benefit from our expansive platform of solutions and services, but also from strong values rooted in tradition and a deep sense of responsibility to our communities. Business units include: Wealth Management Trust Services Investment Management Equity Capital Markets Investment Banking Fixed Income Capital Markets Municipal Investment Management More
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The job skills required for Client Associate include Client Service, Customer Service, Written Communication, Problem Solving, Confidentiality, Attention to Detail, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Associate. Select any job title you are interested in and start to search job requirements.

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If you are interested in becoming a Client Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Associate for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Associate job description and responsibilities

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Client associates work to grow the client base, establishing new customer portfolios and to provide excellent service to clients.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Associate jobs

Happy clients are less likely to take their money elsewhere.

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Client associates should collect the necessary documentation to avoid any errors and ensure new accounts are set up properly.

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A good client associate enhances the client's experience by servicing and providing operational and administrative support.

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Maintain clear and consistent communications; provide proper direction and counsel; and offer problem-solving solutions to clients.

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Step 3: View the best colleges and universities for Client Associate.

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