Client Service Cashier & Receptionist (401k + ESOP)

D.A. Davidson Companies; Claremont (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

Generous sick, vacation, and parental/

Paid holidays

Professional Development Opportunities

Tuition Reimbursement

Charitable gift-matching program

Davidson Day of Giving

Job summary

D.A. Davidson Companies in Claremont, CA is seeking a reliable Cashier Receptionist to support branch operations and provide exceptional client service. This role combines cashiering duties with receptionist responsibilities and administrative tasks for the Branch Operations Manager and Branch Manager.

Strong attention to detail, confidentiality, and professional communication are essential. The position offers helpful growth within a supportive, client-focused culture and a competitive hourly

Qualifications

• High school diploma or GED required; post-secondary education preferred.
• Excellent communication, problem solving and client service skills.
• Detail oriented with strong math accuracy.
• Proficient in Word, Excel and Outlook.
• Ability to manage multiple priorities in a deadline-driven environment.

Responsibilities

• Provide professional, courteous service to ensure client satisfaction.
• Maintain knowledge of Branch Operations policies and compliance.
• Process stock certificates and check deposits, issue and mail client checks with accuracy.
• Maintain daily cashiering file per procedures.
• Assist with events and client appreciation activities for the branch.
• Manage incoming calls and provide information as needed.
• Participate in weekly/monthly meetings and disseminate information.
• Support other branch roles as assigned and use firm systems effectively.

Skills

Communication

Problem solving

Client service

Attention to detail

Math skills

Time management

Multitasking

Professional communication

Education

High School diploma or GED

Post-secondary education preferred

Financial services experience preferred

Tools

Microsoft Word

Excel

Outlook

Job description

D.A. Davidson Companies in Claremont, CA is seeking a reliable Cashier Receptionist to support branch operations and provide exceptional client service. This role combines cashiering duties with receptionist responsibilities and administrative tasks for the Branch Operations Manager and Branch Manager.

Strong attention to detail, confidentiality, and professional communication are essential. The position offers helpful growth within a supportive, client-focused culture and a competitive hourly