Financial Services Professional
4 weeks ago
Job Summary:
D.A. Davidson & Co. is seeking a highly motivated and detail-oriented Financial Services Professional to join our team in Bellevue, WA. As a Client Associate, you will work closely with Financial Professionals to provide exceptional client service and support.
Key Responsibilities:
- Provide professional and courteous client service, managing client requests and account maintenance.
- Review, maintain, and process account documents and information, solving complex issues and assignments related to client accounts and transactions.
- Assist with crafting comprehensive financial plans for current and prospective clients.
- Develop and implement periodic client mailings, communications, and events.
- Facilitate the transfer of client funds and/or securities and the issuance of checks upon request.
- Seek to innovate and streamline processes.
- Provide general support, including phone, correspondence, appointments, filing, and other projects as assigned.
What We Offer:
- Competitive salary plus excellent benefits and perks, including medical, dental, and vision coverage.
- 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.
Compensation:
The potential base pay hiring range for this role is $48,000 - $62,000. The compensation offered will be determined on a case-by-case basis considering a variety of factors, including skills, relevant work experience, and geographic location.
About Us:
D.A. Davidson & Co. 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.
Equal Opportunity Employer:
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.
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