Client associate serp_jobs.h1.location_city

Job Description

Job Description

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.

We are currently seeking a reliable, enthusiastic, organized, and client-service focused Cashier Receptionist / Client Associate to join our branch. This Cashier Receptionist is the first point of contact for our clients, guests and callers and is responsible for executing financial services cashiering duties as well as performing receptionist duties, and administrative support for the Branch Operations Manager and / or Branch Manager.

In addition, this person will also provide administrative and operational support for one or more Financial Advisors (FAs). The support provided will vary depending on the requirements of the FA(s) and the branch. This branch-critical role requires attention to detail, outstanding client service skills, and a high level of integrity and confidentiality with respect to client, Advisor, branch and company information.

Primary Qualifications :

• Excellent communication (written and verbal), problem solving and client service skills.
• Strong attention to detail and accuracy with the ability to perform semi-advanced math.
• Previous work experience in an office setting preferred.
• Solid technology skills (Microsoft Word, Excel and Outlook).
• High School diploma, GED or comparable work experience. Post-Secondary education preferred.
• Proficient computer skills (working knowledge of Microsoft Word, Excel and Outlook).
• Ability to manage multiple demands and competing priorities in a deadline-oriented environment.
• Ability to communicate in a clear and service-oriented manner. Use appropriate, professional language and grammar to effectively exchange ideas and information.
• Ability to proactively work with both external and internal clients. Relate with others in a professional manner in order to accomplish work responsibilities and objectives.
• Ability to maintain regular, predictable attendance.

Primary Duties :

What we offer :

Competitive salary plus excellent benefits and perks including, but not limited to :

The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.

At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Please answer all questions carefully : incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.