Client Service Representative
2 weeks ago
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 innovative technology tools.
- Facilitate the transfer of client funds and/or securities, and issue checks upon request.
- Seek opportunities to innovate and streamline processes, improving the client experience.
- Proven ability to build client relationships, with excellent communication and problem-solving skills.
- Ability to handle multiple demands and competing priorities in a deadline-oriented environment.
- Strong attention to detail and accuracy, with the ability to accurately perform semi-advanced math.
- Post-secondary education preferred, with solid technology skills (Microsoft Word, Excel, and Outlook).
- Competitive salary and excellent benefits, including medical, dental, and vision coverage.
- Generous sick, vacation, and maternity/parental leave, as well as paid holidays.
- Professional development opportunities, tuition reimbursement, and discounted personal insurance.
We are an equal opportunity employer, committed to diversity and inclusion. If you are passionate about providing exceptional client service and support, and thrive in a collaborative team environment, we encourage you to apply.
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