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Client Service Associate

3 weeks ago

Austin, Texas, United States D.A. Davidson Full time

About Us

D.A. Davidson Companies is a renowned financial services firm with a proud history spanning over eight decades. Our dedication to upholding the highest standards of integrity and ethics has earned us a reputation for excellence in client service and community involvement.

Job Summary

We seek a highly skilled and dedicated Client Service Associate to join our team. As a key member of our branch staff, you will provide exceptional support to our clients, ensuring seamless execution of financial services and administrative tasks. Your strong analytical skills, attention to detail, and excellent communication abilities will enable you to thrive in this fast-paced environment.

Responsibilities

  • Provide top-notch client service, handling inquiries, and resolving issues promptly.
  • Maintain accurate records, perform data entry, and process transactions efficiently.
  • Collaborate with advisors to develop comprehensive financial plans for clients.
  • Assist in organizing events, mailings, and communications to enhance client engagement.

Requirements

  • Bachelor's degree in finance, business, or related field.
  • 2+ years of experience in a financial services or administrative role.
  • Exceptional communication, analytical, and problem-solving skills.
  • Proficiency in Microsoft Office applications, particularly Excel and Word.

What We Offer

  • Salary range: $42,000 - $52,000 per year, depending on experience.
  • A comprehensive benefits package, including medical, dental, and vision coverage.
  • 401(k) and ESOP contributions.
  • Opportunities for professional growth and development.