Client Services Associate: Planning & Trading Support

D.A. Davidson Companies; Everett (WA); On-site; USD 38,572 - 41,328; 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

Discounted personal insurance

Charitable gift-matching program

Davidson Day of Giving

Job summary

Join a dynamic team at a well-established company dedicated to integrity and client satisfaction. In this role, you will provide exceptional service to clients, ensuring their needs are met while adhering to regulatory standards. Your attention to detail and strong communication skills will be essential in managing multiple demands and supporting financial plans. This innovative firm values its employees and fosters a culture of inclusivity and community engagement. If you are looking for a rewarding career with opportunities for growth and development, this position is perfect for you.

Qualifications

• Completion of SIE and Series 7/66 exams required.
• 2+ years as a Registered Client Associate preferred.

Responsibilities

• Provide professional customer service supporting client satisfaction.
• Maintain and process account documents and information.

Skills

Client Service Skills

Attention to Detail

Communication Skills

Problem Solving

Time Management

Education

Post-Secondary Education

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Thomson ONE

Envestnet

CRM

Money Guide Pro

Job description

Join a dynamic team at a well-established company dedicated to integrity and client satisfaction. In this role, you will provide exceptional service to clients, ensuring their needs are met while adhering to regulatory standards. Your attention to detail and strong communication skills will be essential in managing multiple demands and supporting financial plans. This innovative firm values its employees and fosters a culture of inclusivity and community engagement. If you are looking for a rewarding career with opportunities for growth and development, this position is perfect for you.