Client Accounts Operations Associate - Detail-Oriented & Collaborative

D.A. Davidson Companies; Great Falls (MT); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Competitive salary

401(k) and ESOP contribution

Paid holidays

Professional development opportunities

Insurance discounts

Job summary

A financial services firm in Great Falls, Montana seeks an Operations Associate to manage client accounts and maintain records with precision. The ideal candidate has a strong high school education, excellent communication skills, and is adept with Microsoft tools. This role offers a competitive salary, 401(k) contributions, and a supportive work environment with professional development opportunities.

Qualifications

• Organized and detail-oriented, capable of maintaining client confidentiality.
• Effective communication in a professional manner.
• Ability to work independently and as part of a team.

Responsibilities

• Open and maintain client accounts accurately.
• Communicate problems and follow through to resolution.
• Update client accounts and ensure information accuracy.

Skills

Strong written and verbal communication skills

Attention to detail

Time management

Education

High school diploma

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

A financial services firm in Great Falls, Montana seeks an Operations Associate to manage client accounts and maintain records with precision. The ideal candidate has a strong high school education, excellent communication skills, and is adept with Microsoft tools. This role offers a competitive salary, 401(k) contributions, and a supportive work environment with professional development opportunities.