Client Experience Specialist - Financial Services

D.A. Davidson; Gillette (WY); 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 and vacation leave

Paid holidays

Professional Development Opportunities

Tuition Reimbursement

Charitable gift-matching program

Job summary

D.A. Davidson in Gillette, Wyoming is looking for a motivated Client Associate to support Financial Professionals and provide outstanding client service. The role involves managing client requests, processing account documents, and assisting in financial planning. Candidates should have a high school diploma, strong communication skills, and attention to detail. D.A. Davidson offers competitive salary, medical benefits, and professional development opportunities, fostering an inclusive environment for all employees.

Qualifications

• Strong attention to detail and accuracy including performing semi-advanced math.
• Eager to advance in Financial Services Industry with opportunities to complete certifications.
• Proven ability to manage multiple demands and competing priorities.

Responsibilities

• Provide professional client service managing requests and account maintenance.
• Review and process account documents and solve complex client issues.
• Assist in developing financial plans and implementing client communications.

Skills

Client relationship building

Detail orientation

Communication skills

Problem-solving skills

Technology skills (Microsoft Office)

Education

High school graduate or comparable work experience

Post-secondary education preferred

Job description

D.A. Davidson in Gillette, Wyoming is looking for a motivated Client Associate to support Financial Professionals and provide outstanding client service. The role involves managing client requests, processing account documents, and assisting in financial planning. Candidates should have a high school diploma, strong communication skills, and attention to detail. D.A. Davidson offers competitive salary, medical benefits, and professional development opportunities, fostering an inclusive environment for all employees.