Registered Client Care Srvcs Rep (S6/63) - ADM - Remote
Northwestern MutualSalary not specified
- Full Time
- Entry Level & New Grad
Not SpecifiedCompensation
Entry Level & New Grad, Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries
Requirements
Candidates should have a high school graduate or comparable work experience, a preference for post-secondary education, solid technology skills including Microsoft Word, Excel, and Outlook, proven ability to build client/customer relationships with excellent communication skills, strong attention to detail and accuracy, and the ability to handle multiple demands and competing priorities.
Responsibilities
The Client Associate will provide extraordinarily professional and courteous client service managing client requests and account maintenance, review and maintain account documents and information, solve complex issues and assignments related to client accounts and transactions including suspicious activity, assist with crafting comprehensive financial plans, assist in developing and implementing client mailings and events, facilitate the transfer of client funds and securities, and seek to improve the client experience.
Skills
Microsoft Word
Excel
Outlook
Communication Skills
Problem-Solving
Attention to Detail
Accuracy
Financial Planning
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