Financial Services Professional
2 weeks ago
At D.A. Davidson, we're seeking a highly motivated and detail-oriented Client Support Specialist to join our Grand Junction, CO branch.
This role is a great opportunity to advance your career in the financial services industry in an environment of continual growth and development.
We're looking for someone with 2 years of financial industry experience, who is eager to learn and leverage innovative technologies to optimize the client experience.
- High school graduate or comparable work experience, with solid technology skills (Microsoft Word, Excel, and Outlook).
- Provide professional and courteous client service, managing client requests, account maintenance, and effectively articulating requirements in a regulatory environment.
- Review, maintain, and process account documents and information, as well as solve complex issues and assignments related to client accounts and transactions.
- Assist with crafting comprehensive financial plans for current and prospective clients.
- Provide general support, including phone, correspondence, appointments, filing, and other projects as assigned.
- Adhere to all branch, firm, and compliance policies, procedures, rules, and regulations.
- Other projects and duties as assigned.
We offer paid holidays and a tradition of positively impacting communities in which we live and work.
The compensation offered will be determined on a case-by-case basis, considering factors such as skills, relevant work experience, and geographic location.
We're 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.
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