Client Associate

2 days ago


WinstonSalem, North Carolina, United States D.A. Davidson & Co. Full time
Job Title: Client Associate

At D.A. Davidson & Co., we are seeking a highly motivated and detail-oriented Client Associate to join our Winston Salem, NC branch. 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 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 and excellent benefits, 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.
  • Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work.
Requirements:
  • Eager to advance and grow in the Financial Services Industry.
  • 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.
Why Choose D.A. Davidson & Co.?

We are an employee-owned company, driven by high standards of business ethics, integrity, and the belief that our Associates are our most important assets. We value diversity and are an equal opportunity employer, committed to providing reasonable accommodation to individuals with disabilities.

We are seeking a talented and motivated individual to join our team and contribute to our success. If you have a passion for creating an exceptional client experience and enjoy working collaboratively as part of a team, we encourage you to apply.



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