Operations Associate - New Accounts Associate at D.A. Davidson

Great Falls, Montana, United States

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Not SpecifiedCompensation

Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

High school diploma
Strong written and verbal communication skills
Strong attention to detail
Familiar with Microsoft Outlook, Word, and Excel
Follow policies and procedures
Maintain client confidentiality
Communicate in a clear and service-oriented manner using appropriate, professional language and grammar
Ability to proactively work with both external and internal clients and relate professionally to accomplish responsibilities
Ability to maintain regular, predictable attendance
Effective at time management

Responsibilities

Open and review all account documents and information to ensure complete and accurate client account information
Identify any problems, notify appropriate personnel, and follow through to resolution
Update client accounts and ensure information is changed in all applicable systems and screens
Review daily reports for exceptions and take necessary action to resolve
Assist branch associates and advisors with document completion and workflow processing
Document and update procedures as necessary or as assigned
Perform any other tasks as assigned

Skills

Microsoft Outlook

Microsoft Word

Microsoft Excel

Attention to Detail

Time Management

Client Confidentiality

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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