Client Service Cashier & Front Desk Specialist

dadavidson; Pasadena (CA); On-site; USD 30,000 - 34,000; Full time

Benefits offered by this job

Medical, Dental and Vision

Company 401(k) and ESOP contribution

Sick, vacation, and parental leave

Paid holidays

Professional Development Opportunities

Tuition Reimbursement ($15,000 life­-t

Charitable gift-matching program

Davidson Day of Giving

Job summary

D.A. Davidson Companies, based in Pasadena, CA, seeks a reliable Cashier Receptionist to join our branch. The role blends financial services cashiering with receptionist duties and provides administrative support to the Branch Manager.

The successful candidate will uphold client-focused service, confidentiality, and integrity in daily interactions. The position requires strong communication and organizational skills, attention to detail, and the ability to handle multiple tasks while following

Qualifications

• High School diploma or GED required; post-secondary education preferred.
• Excellent communication and client service skills.
• Strong attention to detail with basic math proficiency.
• Proficient computer skills (Word, Excel, Outlook).
• Ability to manage multiple priorities in a deadline-driven environment.
• Clear, professional communication with internal and external clients.

Responsibilities

• Provides professional, courteous service to internal and external clients.
• Maintain Branch Guide to Operations and adhere to policies and regulations.
• Process stock certificates, deposits, and issue client checks with accuracy.
• Maintain daily cashiering file per procedures.
• Assist with planning branch events and client appreciation activities.
• Answer incoming calls and provide information as needed.
• Attend weekly/monthly meetings and share information with relevant staff.
• Utilize firm desktop systems for client service and business enhancements.
• Provide backup for other support roles as needed.
• Perform other duties and special projects as assigned.

Skills

Communication skills

Attention to detail

Customer service

Problem solving

Multitasking

Professional communication

Education

High School diploma or GED

Post-secondary education preferred

Tools

Microsoft Word

Excel

Outlook

Job description

D.A. Davidson Companies, based in Pasadena, CA, seeks a reliable Cashier Receptionist to join our branch. The role blends financial services cashiering with receptionist duties and provides administrative support to the Branch Manager.

The successful candidate will uphold client-focused service, confidentiality, and integrity in daily interactions. The position requires strong communication and organizational skills, attention to detail, and the ability to handle multiple tasks while following