Client Access Support Associate at D.A. Davidson

Great Falls, Montana, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

2 years’ experience in a client service-related position
Excellent client service and interpersonal skills. Ability to work successfully with a variety of personalities and various management levels
Good working knowledge of Microsoft Office Suite, web browser platforms, Jira, TurboTax and Quicken
Familiar with standard concepts, practices and procedures for client support
A basic understanding of finance and securities industry concepts and terminology
Excellent communication skills, both oral and written. Ability to communicate technical directions
Highly self-motivated and self-directed
Proven ability to train people on various applications
Experience working in a team-oriented, collaborative environment
Organized and detail oriented
Ability to maintain regular, predictable attendance

Responsibilities

Support the Client Access site (CA) through email, desktop and telephone support in a professional, accurate and timely manner
Interact with clients and trouble shoot problems to ensure a high level of client satisfaction
Provide support to branch offices for CA access (and various components such as Quicken downloads, tax reporting downloads) and eDelivery
Assist in the testing of CA fixes, enhancements and upgrades and report findings to Client Access Support Lead
Track and update notes in the software tracking system regarding known issues, enhancement requests and troubleshooting
Assist clients in accessing their investment account(s) online and support web-based products and services through email, desktop and telephone support in a professional, accurate and timely manner
Assist branch offices with internal questions and client inquiries
Assist the Web Development and Database teams in the testing of bug fixes and site enhancement requests
Assist with updating client and branch facing documentation, guides and FAQs
Perform any other duties and special projects as necessary

Skills

Microsoft Office

Jira

TurboTax

Quicken

web browsers

client support

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.

Great Falls, MontanaHeadquarters

2014Year Founded

VENTURE_UNKNOWNCompany Stage

Financial ServicesIndustries

1,001-5,000Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Company Match

Paid Vacation

Paid Sick Leave

Paid Holidays

Professional Development Budget

Tuition Reimbursement

Employee Discounts

Company Social Events

Risks

Competition in AI-driven financial services could challenge D.A. Davidson's market position.

Rapid AI technology evolution may outpace D.A. Davidson's current capabilities.

Resource diversion to Diversified Industrials may affect overall service quality.

Differentiation

D.A. Davidson offers personalized wealth management and financial advisory services in the U.S.

The firm has a strong focus on small to middle-market companies across various sectors.

D.A. Davidson's research-based approach aligns client portfolios with financial goals.

Upsides

The rise of digital wealth management platforms enhances personalized investment advice delivery.

Growth in middle-market private equity presents opportunities for D.A. Davidson's advisory services.

Increased focus on sustainable finance aligns with D.A. Davidson's advisory offerings.

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