Client Experience Associate - Financial Services

Dormont Manufacturing Co; Oklahoma; On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical, Dental and Vision

401(k) and ESOP contribution

Generous sick, vacation, and parental leave

Paid holidays

Professional Development Opportunities

Tuition Reimbursement ($15,000 lifetime cap)

Discounted personal insurance

Charitable gift-matching program

Davidson Day of Giving

Job summary

D.A. Davidson is hiring a Client Associate for their Lincoln, NE branch. This role involves working alongside Financial Professionals to deliver exceptional client service. Ideal candidates are detail-oriented, motivated, and eager to advance in the Financial Services Industry.

The position offers numerous benefits, including medical, dental, a 401(k) plan, professional development opportunities, and reimbursement for tuition up to $15,000. Join us for a fulfilling career in a supportive environment.

Qualifications

• Eager to grow in the Financial Services Industry with certifications.
• Solid technology skills and a desire to learn.
• Proven ability to build client relationships.

Responsibilities

• Provide professional and courteous client service.
• Review and process account documents and solve complex issues.
• Assist with financial plans for clients.

Skills

Client relationship building

Excellent written and verbal communication

Detail-oriented

Technology skills (Microsoft Office)

Problem-solving skills

Education

High school graduate, post-secondary education preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

D.A. Davidson is hiring a Client Associate for their Lincoln, NE branch. This role involves working alongside Financial Professionals to deliver exceptional client service. Ideal candidates are detail-oriented, motivated, and eager to advance in the Financial Services Industry.

The position offers numerous benefits, including medical, dental, a 401(k) plan, professional development opportunities, and reimbursement for tuition up to $15,000. Join us for a fulfilling career in a supportive environment.