Client Services Associate – Financial Advisory

D.A. Davidson; Omaha (NE); On-site; USD 52,000 - 72,000; Full time

Benefits offered by this job

Medical, Dental and Vision

Company 401(k) and ESOP contributions

Sick, vacation, maternity/parental/p暖

Paid holidays

Professional development opportunities

Tuition reimbursement

Discounted personal insurance

Charitable gift-matching

Davidson Day of Giving

Job summary

D.A. Davidson in Omaha, NE is seeking a Client Associate to support Financial Professionals and deliver excellent client service. You will help manage client accounts, review documents, and assist in creating financial plans for clients.

You will contribute to client communications and events, facilitate transfers, and help improve processes while adhering to firm policies. This role offers growth in a collaborative, employee-owned culture with strong ethics.

Qualifications

• Proven ability to build client relationships with excellent communication and problem-solving skills.
• Ability to handle multiple demands and competing priorities in a deadline-oriented environment.
• Strong attention to detail and accuracy including the ability to accurately perform semi-advanced math.
• Preference given to candidates with SIE and Series 7/66; if not licensed, pass all tests within 120 days of hire.
• High school diploma or comparable work experience; post-secondary education preferred.
• Solid technology skills (Word, Excel, Outlook) and willingness to learn new tech.

Responsibilities

• Provide professional, courteous service handling client requests.
• Review, maintain and process account documents and information; solve issues related to client accounts and transactions.
• Assist in crafting financial plans for current and prospective clients.
• Assist in developing periodic client mailings, communications and events.
• Facilitate transfer of funds and securities and issue checks as requested.
• Seek to innovate and streamline processes.
• Provide general support including phone, correspondence, appointments, filing and other projects.
• Adhere to branch, firm and compliance policies and regulations.

Skills

Client relationships

Multitasking

Attention to detail

Tech skills

Licensing (SIE/Series)

Education

High school diploma

Tools

Microsoft Word

Microsoft Excel

Outlook

Job description

D.A. Davidson in Omaha, NE is seeking a Client Associate to support Financial Professionals and deliver excellent client service. You will help manage client accounts, review documents, and assist in creating financial plans for clients.

You will contribute to client communications and events, facilitate transfers, and help improve processes while adhering to firm policies. This role offers growth in a collaborative, employee-owned culture with strong ethics.