Client Service Representative

2 days ago

MagstattleBas, Grand Est, United States D.A. Davidson & Co. Full time
About the Role

We are seeking a highly motivated and detail-oriented Client Associate to join our team at D.A. Davidson & Co. in Omaha, NE. As a Client Associate, you will play a critical role in providing exceptional client service and support to our clients.

Key Responsibilities
  • Provide professional and courteous service to clients, managing their requests and resolving complex issues.
  • Review, maintain, and process account documents and information, ensuring accuracy and attention to detail.
  • Assist in crafting comprehensive financial plans for current and prospective clients, leveraging your analytical and problem-solving skills.
  • Support the development and implementation of periodic client mailings, communications, and events, showcasing your creativity and attention to detail.
  • Facilitate the transfer of client funds and/or securities, ensuring seamless transactions and excellent client experience.
  • Seek opportunities to innovate and streamline processes, driving efficiency and excellence in client service.
  • Provide general support, including phone, correspondence, appointments, filing, and other projects as assigned, demonstrating your adaptability and teamwork.
Requirements
  • Proven ability to build client relationships, with excellent communication (written and verbal) and problem-solving skills.
  • Ability to successfully handle multiple demands and competing priorities in a deadline-oriented environment.
  • Strong attention to detail and accuracy, including the ability to accurately perform semi-advanced math.
  • Eager to advance and grow in the Financial Services Industry, with opportunities to complete industry-recognized certifications.
  • High school graduate or comparable work experience, with post-secondary education preferred.
  • Solid technology skills (Microsoft Word, Excel, and Outlook) and a desire to learn and leverage innovative technologies to optimize the client experience.
What We Offer
  • Competitive salary and excellent benefits, including medical, dental, and vision coverage.
  • Company 401(k) and ESOP contribution, supporting your long-term financial goals.
  • Generous sick, vacation, and maternity/parental leave, promoting work-life balance.
  • Paid holidays and professional development opportunities, fostering growth and development.
  • Tuition reimbursement ($15,000 lifetime cap) and discounted personal insurance, supporting your personal and professional goals.
  • Charitable gift-matching program and Davidson Day of Giving, promoting community involvement and social responsibility.

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