3 Client Communications Coordinator Jobs in Great Falls, MT
D.A. Davidson Companies is Hiring a Client Communications Coordinator Near Great Falls, MT
Summary/Function:
The Client Communications Coordinator will support the D.A. Davidson Wealth Management Chief Administrative Officer and Chief Operating Officer by providing project management and leadership to client mailings, statement inclusions, and electronic delivery needs. This person will develop in-depth knowledge of the client communication operational process, vendor relationships, and a general knowledge of regulatory requirements. This role will collaborate with leaders and stakeholders within the organization to identify communication data sets and meet deadlines.
Experience and Skills:
- Minimum of 3 years of securities industry or related professional experience preferred.
o Proven ability to meet deadlines and think strategically.
- Leadership capabilities to see cyclical and ad hoc projects to completion.
- Excellent communication (oral and written), and the ability to collaborate across business units and teams.
- Excellent interpersonal and relationship-building skills
- Series SIE, and 7 or 99 preferred
- Bachelor’s degree preferred but not required.
- Ensure that the internal tracking of client communications and planning procedures is properly documented.
- Assist communication sponsors with tracking, templates, documentation, and implementation.
- Develop an understanding of a wide variety of document and delivery requirements and the vendors involved.
- Manage projects, including required approvals, for meeting required timelines, facilitating working sessions, reporting on progress, and driving execution.
- Work in close collaboration with the Marketing, IT, Operations, Administration, Supervision, FP&A, Compliance and Legal teams to meet deadlines, budgets, and ensure consistency of communications.
- Identify and drive efficiencies to ensure an excellent "client experience" with all client-facing communications.
- Be knowledgeable of regulatory requirements and deadlines and consider the firm’s reputation for professionalism in all communications.
- Performs other duties as assigned.
Competitive salary plus excellent benefits and perks including, but not limited to:
- Medical, Dental and Vision
- Company 401(k)and ESOP contribution
- Generous sick, vacation, and maternity/parental leave
- Paid holidays
- Professional Development Opportunities
- Tuition Reimbursement ($15,000 lifetime cap)
- 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
Full Time
$67k-84k (estimate)
12/15/2023
06/02/2024
dadavidson.com
BOGOTA, NJ
25 - 50
1935
NICOLE DAVIDSON
$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
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