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Registered Client Associate
2 months ago
Job Descriptions:
Summary/FunctionWe are currently seeking an exceptional individual to join a dynamic and high-producing team in our Salt Lake City, UT office. This team-critical role requires 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, Financial Advisor (FA), branch and company information.
Required Experience:
Primary Qualifications:* Series 7 & 65/66 licensure preferred or the ability to obtain SIE/7/66 licensing within requisite period of time.* Knowledge of the securities industry, its operations, and products to include stocks, bonds, mutual funds, and insurance products.* Previous experience in banking, finance, or investments industry a plus. * Post-Secondary education preferred but not required.* Solid technology skills (Microsoft Office). Experience with Thomson ONE, Envestnet, CRM, & Money Guide Pro preferred, or with similar programs* Excellent communication (written and verbal), problem solving and client service skills. * Proven ability to time-manage multiple requests and competing priorities in a deadline-oriented environment, while maintaining accuracy and professionalism.* Must be able to maintain a regular, predictable work schedule, Monday - Friday.
Primary Duties:* Daily interaction with clients. Provide exceptionally courteous and efficient customer service supporting client satisfaction and requests.* Work closely with FA & communicate meaningful information and activities related to client accounts and transactions. * Assist FA with monthly and quarterly projects, and implementing periodic client mailings, correspondence and events. * Assist FA with the preparation of reports for current and prospective clients. * Review, maintain and process account documents and information.* 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, and mutual funds. * Provide administrative support, including but not limited to phone, client appointments, filing and other projects & duties as assigned by the FA and/or Branch Manager. * Develop & maintain ongoing working relationships with many company departments/staff in order to successfully complete daily tasks.* Adherence to all Branch, Firm, Industry and Compliance policies, procedures, rules and regulations.
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
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Keyword: Registered Client Associate
From: D.A. Davidson Companies
