Client Associate, Cashier, Receptionist at D.A. Davidson

Salt Lake City, Utah, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

Excellent communication (written and verbal), problem solving and client service skills
Strong attention to detail and accuracy with the ability to perform semi-advanced math
Previous work experience in an office setting preferred
Solid technology skills (Microsoft Word, Excel and Outlook)
High School diploma, GED or comparable work experience. Post-Secondary education preferred
Proficient computer skills (working knowledge of Microsoft Word, Excel and Outlook)
Ability to manage multiple demands and competing priorities in a deadline-oriented environment
Ability to communicate in a clear and service-oriented manner. Use appropriate, professional language and grammar to effectively exchange ideas and information
Ability to proactively work with both external and internal clients. Relate with others in a professional manner in order to accomplish work responsibilities and objectives
Ability to maintain regular, predictable attendance
Reliable, enthusiastic, organized, and client-service focused
High level of integrity and confidentiality with respect to client, Advisor, branch and company information

Responsibilities

Provides a welcoming and professional attitude, courteous service at all times to ensure internal and external client satisfaction
Manage incoming calls and provide information as appropriate
Maintain a working knowledge of Branch Guide to Operations and ensures adherence to all Branch, Firm and Compliance policies, procedures, rules and regulations
Receive, sort and process incoming and outgoing mail and correspondence
Process stock certificates and check deposits, and issue and mail client checks with a high degree of accuracy
Issue and mail client checks with a high degree of accuracy
Follow AML and regulatory procedures
Maintain daily cashiering file according to established procedures
Assist with planning and execution
Performing receptionist duties, and administrative support for the Branch Operations Manager and/or Branch Manager
Provide administrative and operational support for one or more Financial Advisors (FAs)

Skills

Customer Service

Cash Handling

Reception

Administrative Support

Client Relations

Office Administration

Financial Transactions

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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