Financial Services Representative

6 days ago


Bozeman, Montana, United States D.A. Davidson & Co. Full time
About the Role

D.A. Davidson & Co. is seeking a highly motivated and detail-oriented Financial Services Representative to join our team in Bozeman, MT. As a key member of our team, 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, as well as solve 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.
  • Provide general support, including phone, correspondence, appointments, filing, and other projects as assigned.
Requirements
  • High school graduate or comparable work experience.
  • Post-secondary education preferred.
  • Solid technology skills (Microsoft Word, Excel, and Outlook) and the desire to learn and leverage innovative technologies to optimize the client experience.
  • Proven ability to build client/customer relationships, including excellent communication (written and verbal) and problem-solving skills.
  • Strong attention to detail and accuracy, including the ability to accurately perform semi-advanced math.
  • Ability to successfully handle multiple demands and competing priorities in a deadline-oriented environment.
What We Offer
  • Competitive salary.
  • 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.
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.



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