Current jobs related to Financial Services Professional - Sheridan, Wyoming - D.A. Davidson & Co.

  • Bar Service Professional

    3 weeks ago

    Sheridan, Wyoming, United States Troon Golf Full time

    The Bar Service Professional is a key member of the Troon Golf team, responsible for delivering exceptional beverage experiences to our guests.Maintaining a high level of professionalism and attention to detail, this role ensures that all guests receive personalized service and enjoy their time at our facilities.Responsibilities:Maintain a professional...

  • Financial Operations Manager

    4 weeks ago

    Sheridan, Wyoming, United States Rocky Mountain Sewing & Vacuum Full time

    Job OpportunityWe are seeking a highly skilled and experienced Full Charge Bookkeeper to join our team at Rocky Mountain Sewing and Vacuum. As a key member of our financial operations team, you will be responsible for managing all aspects of our company's financial records with precision and accuracy.Key Responsibilities:Manage and maintain all financial...

  • Healthcare Professional

    1 week ago

    Sheridan, Wyoming, United States Volunteers of America Northern Rockies Full time

    {"Overview":{"span":{"text":"Volunteers of America Northern Rockies is seeking a dedicated Registered Nurse to join our team in providing medical services to our community. As a Registered Nurse, you will play a vital role in ensuring the health and well-being of our clients, working collaboratively with our medical professionals to provide prescription...

  • Dietary Aide

    3 weeks ago

    Sheridan, Wyoming, United States Crown Point Retirement Center Full time

    We are seeking a skilled Dietary Aide to provide exceptional customer service to our residents in the health center dining rooms. The ideal candidate will have the ability to communicate effectively and work in close cooperation with residents, guests, visitors, families, supervisor, and peers.ResponsibilitiesPrepares therapeutic desserts and salads as...

  • Dietary Aide

    3 weeks ago

    Sheridan, Wyoming, United States Crown Point Retirement Center Full time

    We are seeking a skilled Dietary Aide to provide exceptional nutrition support to our residents at Crown Point Retirement Center. The ideal candidate will have excellent communication skills and the ability to work effectively in a fast-paced environment.ResponsibilitiesPrepare therapeutic desserts and salads as requiredServe meals in the health center...

  • Dietary Aide

    4 weeks ago

    Sheridan, Wyoming, United States Crown Point Retirement Center Full time

    Job OverviewWe are seeking a skilled Dietary Aide to provide exceptional customer service and prepare therapeutic desserts and salads in our health center pantries.Key ResponsibilitiesPrepare and serve meals in the health center dining roomsTransport hot and cold foods to and from the health center pantriesMaintain stock and sanitation levels in coffee and...

  • Nursing Professional

    3 weeks ago

    Sheridan, Wyoming, United States Big Horn Rehabilitation and Care Center Full time

    Job OverviewWe are seeking a dedicated Registered Nurse to join our team at Big Horn Rehabilitation & Care Center in Sheridan, WY.As a key member of our healthcare team, you will be responsible for providing high-quality patient care and support to our residents.Key Responsibilities:Deliver exceptional patient care and support to residentsCollaborate with...

  • Sales Professionals

    3 weeks ago

    Sheridan, Wyoming, United States Exploit Outsourcing LLC Full time

    We are a leading SaaS-based firm operating multiple platforms integrated with Twilio's cutting-edge technology. We are seeking talented Sales Representatives to join our growing team. As a Sales Representative, you will play a crucial role in maintaining customer satisfaction, ensuring compliance, and driving sales growth.Responsibilities:Respond promptly...

  • Certified Nursing Professional

    4 weeks ago

    Sheridan, Wyoming, United States Westview Health Care Center Full time

    Job Title: Certified Nursing AssistantWe are seeking a qualified Certified Nursing Assistant (CNA) to join our team of professionals at Westview Health Care Center.About the Role:The CNA is responsible for providing routine daily nursing care to assigned patients in accordance with all applicable laws, regulations, and Life Care...

  • Logistics Professional

    4 weeks ago

    Sheridan, Wyoming, United States FedEx Full time

    FedEx Courier Job DescriptionAs a Courier at FedEx, you will be responsible for providing excellent customer service and ensuring timely delivery of packages. Your duties will include driving or operating company vehicles, checking shipments for conformance to FedEx features of service, and providing related customer service functions.Key...

  • Healthcare Professional

    4 weeks ago

    Sheridan, Wyoming, United States Veterans Affairs, Veterans Health Administration Full time

    Job SummaryWe are seeking a highly skilled and motivated Health Technician-Telehealth Clinical to join our team at the Veterans Affairs, Veterans Health Administration. The successful candidate will be responsible for providing high-quality telehealth services to our patients, working closely with healthcare professionals to ensure seamless care delivery.Key...

  • Delivery Professional

    4 weeks ago

    Sheridan, Wyoming, United States AutoZone Full time

    Job SummaryAutoZone is seeking a skilled Delivery Driver to join our team. As a key member of our logistics team, you will be responsible for transporting parts to commercial customers, loading and unloading parts, and maintaining a safe driving environment.Key Responsibilities:Drive delivery vehicle to transport parts to commercial customersLoad and unload...

  • Traveling Healthcare Professional in Sheridan, WY

    3 weeks ago

    Sheridan, Wyoming, United States CrossMed Healthcare Staffing Full time

    Job DetailsGross Weekly Pay: $0.00Starts:Assignment Length: 96 WeeksShift: Day shiftHours Per Week: 40Job Quantity: 1Type: TravelCity: SheridanState: WYAt CrossMed Healthcare Staffing, we strive to deliver exceptional service and create lasting impressions. As a healthcare traveler, you will have the opportunity to work with our in-house clinical team and...

  • Customer Service Representative

    4 weeks ago

    Sheridan, Wyoming, United States Weatherby Inc Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Weatherby Inc. As a key member of our Customer Service Department, you will be responsible for providing exceptional product and customer support, resolving issues to the customer's satisfaction, and working closely with our customers to...

  • Healthcare Professional

    1 month ago

    Sheridan, Wyoming, United States Veterans Affairs, Veterans Health Administration Full time

    Job SummaryWe are seeking a highly skilled and motivated Health Technician-Telehealth Clinical to join our team at the Veterans Affairs, Veterans Health Administration. As a key member of our healthcare team, you will be responsible for providing high-quality patient care and support services in a telehealth setting.Key ResponsibilitiesPrepare the clinical...

  • Automotive Service Technician

    4 weeks ago

    Sheridan, Wyoming, United States Fremont Toyota Sheridan Full time

    Fremont Motor Companies is a dynamic and growing organization that values its employees as its most vital asset. We strive to provide exceptional service to our customers, and we're looking for a skilled Automotive Service Technician to join our team. Competitive wages and benefits packageOpportunities for career advancement and professional growthRelocation...

  • Environmental Services Technician

    3 weeks ago

    Sheridan, Wyoming, United States Veterans Affairs, Veterans Health Administration Full time

    Job SummaryThe Environmental Services Technician is a vital member of the Veterans Affairs team, responsible for maintaining the cleanliness and safety of VA facilities. This role requires a high level of attention to detail, physical stamina, and the ability to work independently with minimal supervision.Key ResponsibilitiesClean and disinfect patient...

  • Automotive Service Technician

    4 weeks ago

    Sheridan, Wyoming, United States Fremont Toyota Sheridan Full time

    About the RoleFremont Motor Companies is a dynamic and growing organization that values teamwork and continuous improvement. As a key member of our team, you will play a vital role in delivering exceptional service to our customers.Key ResponsibilitiesTest and diagnose vehicle systems to identify potential issues.Drive vehicles for testing purposes and...

  • Environmental Services Technician

    4 weeks ago

    Sheridan, Wyoming, United States Veterans Affairs, Veterans Health Administration Full time

    Job SummaryThe Environmental Services Technician is a vital member of the Veterans Affairs team, responsible for maintaining the cleanliness and safety of VA facilities. This role requires a strong attention to detail, excellent communication skills, and the ability to work independently with minimal supervision.Key ResponsibilitiesClean and maintain patient...

  • Automotive Service Technician

    3 weeks ago

    Sheridan, Wyoming, United States Fremont Toyota Sheridan Full time

    Fremont Toyota Sheridan is a dynamic and growing company that values its employees as its most vital asset. Our goal is to provide exceptional service to our customers, and we are seeking a skilled Automotive Service Technician to join our team.BenefitsHealth Reimbursement Account401(K) Plan plus MatchEmployee Discounts on Parts and ServicesEmployee...

Financial Services Professional

2 months ago

Sheridan, Wyoming, United States D.A. Davidson & Co. Full time
Job Summary:

We are seeking a highly motivated and detail-oriented Client Associate to join our team at D.A. Davidson & Co. in Sheridan, WY. As a Client Associate, you will work closely with Financial Professionals to provide exceptional client service and support. This is an excellent opportunity to advance your career in the financial services industry and grow with a company that values its employees.

Key Responsibilities:

  • Provide professional and courteous client service, managing client requests and account maintenance.
  • Review and process account documents and information, solving complex issues and assignments related to client accounts and transactions.
  • Assist in 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, 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, and more.

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.

Language: English