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Registered Client Associate
3 months ago
Summary/Function**
We are currently seeking an exceptional individual to join a dynamic and high-producing team in our Encino, CA office. This team-critical role requires outstanding attention to detail, the ability to balance multiple requests, outstanding client service skills, and a high level of integrity and confidentiality with respect to client, FA, branch and company information.
**Experience and Skills**:
**Primary Qualifications**:
- Successful completion of the (SIE) Securities Industry Essentials and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]) or the ability to obtain licensing is required.
- Significant knowledge of the securities industry, its operations and products to include stocks, bonds, margin accounts, options, mutual funds, annuities and insurance products.
- Post-Secondary education preferred.
- Solid technology skills (Microsoft Word, Excel and Outlook). Experience with Thomson ONE, Envestnet, CRM, Money Guide Pro preferred.
- Excellent communication (written and verbal), problem solving and client service skills.
- Strong attention to detail and accuracy including the ability to perform semi-advanced math.
- Proven ability to manage multiple demands and competing priorities in a deadline-oriented environment.
- Ability to maintain regular, predictable attendance and to work overtime as needed.
**Primary Duties**:
- Provide exceptionally professional and courteous customer service supporting client satisfaction including effectively articulating certain requirements in a regulatory environment.
- Adherence to all Branch, Firm and Compliance policies, procedures, rules and regulations.
- Review, maintain and process account documents and information - Inform FA of meaningful information and activities related to client accounts and transactions including suspicious activity.
- Assist FA with comprehensive financial plans for current and prospective clients.
- Assist FA in developing and implementing periodic client mailings, communications and events.
- Facilitate the transfer of client funds and/or securities and the issuance of checks upon request.
- Enter orders to include buy/sell stock and bond trades, sell stop orders, option and margin trades and mutual funds.
- Provide administrative support, including but not limited to phone, correspondence, appointments, filing and other projects as assigned by the FA and/or Branch Manager.
- Other projects and duties as assigned
**What we offer**:
Competitive salary plus excellent benefits and perks including, but not limited to:
- Medical, Dental and Vision
- Company 401(k)and ESOP contribution
- Generous sick, vacation, and maternity/parental leave
- Paid holidays
- Professional Development Opportunities
- Tuition Reimbursement ($15,000 lifetime cap)
- Discounted personal insurance including home, auto and recreational vehicles
- Charitable gift-matching program
- Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work.
D.A. Davidson has been in business for over 87 years As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us
From: D.A. Davidson Companies
