FINRA (6/63 or 7/63) Customer Service Representative - REMOTE Nationwi…
Northwestern Mutual21 - 32 USD/year
- Full Time
- Junior (1 to 2 years)
Not SpecifiedCompensation
Entry Level & New Grad, Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries
Requirements
Candidates should possess a High School diploma or GED, or comparable work experience, and prefer post-secondary education. Prior industry experience is a plus, along with excellent communication skills (written and verbal), strong attention to detail and accuracy, proficient computer skills (Microsoft Word, Excel, and Outlook), and the ability to manage multiple demands and prioritize tasks effectively.
Responsibilities
The Cashier Receptionist will provide professional and courteous service to clients, process stock certificates and check deposits, issue and mail client checks with accuracy, maintain daily cashiering files, assist with planning and executing branch events, manage incoming calls and provide information, and participate in weekly and monthly meetings while adhering to Branch, Firm, and Compliance policies and procedures.
Skills
Microsoft Word
Microsoft Excel
Microsoft Outlook
Communication Skills
Attention to Detail
Accuracy
Cashiering
Stock Certificates
Check Deposits
Client Checks
D.A. Davidson
Provides wealth management and financial advisory services
About D.A. Davidson
D.A. Davidson & Co. provides personalized wealth management and financial advisory services to individuals, families, and businesses primarily in the United States. The firm offers a variety of services, including investment management, financial planning, and trust services, aimed at helping clients align their portfolios with their financial goals. D.A. Davidson employs a research-based approach to tailor solutions for a diverse client base, which includes individual investors and business owners. Unlike many competitors, D.A. Davidson has a long history dating back to 1935 and has grown through strategic acquisitions and organic growth, establishing a reputation as a trusted name in the financial services industry. The company's goal is to deliver personalized financial solutions that meet the unique needs of each client.
Key Metrics
Great Falls, MontanaHeadquarters
2014Year Founded
VENTURE_UNKNOWNCompany Stage
Financial ServicesIndustries
1,001-5,000Employees