Financial Services Professional

3 weeks ago

Bozeman, Montana, United States D.A. Davidson & Co. Full time
Job Opportunity:

We are seeking a highly motivated and detail-oriented Client Associate to join our team at D.A. Davidson & Co. in Bozeman, MT.

About the Role:

This is an exceptional opportunity to advance your career in the financial services industry in a dynamic and growth-oriented environment. As a Client Associate, you will work closely with Financial Professionals to provide exceptional client service and support, leveraging your strong communication and problem-solving skills to build strong relationships with clients.

Key Responsibilities:

* Provide professional and courteous client service, managing client requests and account maintenance
* Review, maintain, and process account documents and information, resolving complex issues and assignments related to client accounts and transactions
* Assist in developing and implementing comprehensive financial plans for current and prospective clients
* Facilitate the transfer of client funds and/or securities and the issuance of checks upon request
* Seek to innovate and streamline processes, providing general support as assigned

What We Offer:

* Competitive salary and excellent benefits package, including medical, dental, and vision coverage, 401(k) and ESOP contribution, and generous paid time off
* Opportunities for professional development and growth, including tuition reimbursement and discounted personal insurance
* A dynamic and supportive work environment, with a strong focus on employee ownership and community involvement

Requirements:

* High school graduate or comparable work experience, with post-secondary education preferred
* Solid technology skills, including Microsoft Word, Excel, and Outlook, with a desire to learn and leverage innovative technologies
* Proven ability to build client/customer relationships, with excellent communication and problem-solving skills
* Strong attention to detail and accuracy, with the ability to accurately perform semi-advanced math

Why Join Us:

We are an equal opportunity employer, committed to diversity and inclusion in the workplace. We offer a competitive salary and benefits package, as well as opportunities for professional development and growth. If you are a motivated and detail-oriented individual with a passion for client service, we encourage you to apply for this exciting opportunity.

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