Client Services Associate - Part-Time: Grow in Finance

Dadavidson; Pendleton (OR); On-site; USD 24,796 - 38,572; Part time

Job summary

D.A. Davidson in Pendleton, OR is seeking a part-time Client Associate to join our team and deliver outstanding client service alongside Financial Professionals. You will review, maintain and process account documents, assist with financial plans, and support client communications in a regulatory environment.

Strong communication, attention to detail and willingness to learn are essential. Opportunities to advance in the financial services industry and pursue relevant exams (SIE, Series 7,

Qualifications

• High school graduate; post-secondary education or comparable work experience preferred.
• Solid technology skills and the desire to learn innovative tools to improve client experience.
• Proven ability to build client relationships with strong communication and problem-solving skills.

Responsibilities

• Provide professional client service for requests, account maintenance and regulatory communication.
• Review and process account documents; resolve issues in client accounts and transactions.
• Assist in crafting financial plans for current and prospective clients.
• Support periodic client mailings, communications and events.
• Facilitate transfer of funds and checks upon request.
• Look for ways to streamline processes and improve efficiency.
• Provide general support including phone, correspondence, appointments, filing and other tasks.
• Adhere to all branch, firm and compliance policies and regulations.

Skills

Client service

Communication skills

Attention to detail

Multi-tasking

Problem solving

Education

High school diploma

Tools

Microsoft Word

Excel

Outlook

Job description

D.A. Davidson in Pendleton, OR is seeking a part-time Client Associate to join our team and deliver outstanding client service alongside Financial Professionals. You will review, maintain and process account documents, assist with financial plans, and support client communications in a regulatory environment.

Strong communication, attention to detail and willingness to learn are essential. Opportunities to advance in the financial services industry and pursue relevant exams (SIE, Series 7,