Account Management Associate

4 weeks ago


Grand Junction, Colorado, United States D.A. Davidson & Co. Full time

Job Summary

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Join our team as a Client Associate and play a critical role in delivering exceptional client service and support.

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About the Role

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This position offers a unique opportunity to work in a dynamic team environment, supporting clients and colleagues alike.

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Key Responsibilities

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  • Provide top-notch client service, managing requests and account maintenance.">
  • Review and maintain account documents, resolving complex issues and facilitating transactions.">
  • Collaborate with colleagues to craft comprehensive financial plans for current and prospective clients.">
  • Support the development and execution of client mailings, communications, and events.">
  • Facilitate the transfer of client funds and securities, and process check requests.">
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Qualifications and Requirements

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To succeed in this role, you should possess:

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  • A strong passion for delivering exceptional client service.">
  • FINRA licenses a plus.">
  • 1-2 years of relevant financial industry experience.">
  • High school diploma or equivalent required.">
  • Proficiency in Microsoft Office suite.">
  • Excellent communication and interpersonal skills.">
  • Meticulous attention to detail and accuracy.">
  • Proven ability to prioritize tasks and manage competing demands.">
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Compensation and Benefits

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We offer a competitive salary range of $50,000-$60,000, along with a comprehensive benefits package that includes:

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  • Competitive base salary.">
  • Generous paid time off.">
  • Ongoing professional development opportunities.">
  • Discounted insurance options.">
  • Opportunities for career advancement.">
  • A supportive and collaborative work environment.">
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Estimated Salary: $58,000

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Salary Range: $53,000 - $63,000



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