Client Services Cashier — Path to Client Associate

dadavidson; Bellevue (WA); On-site; USD 32,000 - 34,000; Full time

Benefits offered by this job

Medical, Dental and Vision

Company 401(k) and ESOP

Sick, vacation and parental leave

Paid holidays

Professional development opportunities

Tuition reimbursement

Charitable gift-matching

Davidson Day of Giving

Job summary

D.A. Davidson is seeking a reliable, organized Cashier Receptionist to join our Bellevue branch. This role creates a welcoming first impression while supporting cashiering and administrative tasks.

Strong attention to detail, high integrity, and confidentiality are essential as you handle client, advisor, branch, and company information. The position offers a path to grow into a Client Associate role and gain exposure to financial services in a collaborative branch environment.

Qualifications

• High School diploma, GED or comparable work experience. Post-Secondary education preferred.
• Excellent communication (written and verbal), problem solving and client service skills.
• Strong attention to detail and accuracy with the ability to perform semi-advanced math.
• Proficient computer skills (Word, Excel, Outlook).
• Ability to manage multiple demands and competing priorities in a deadline-oriented environment.
• Clear and service-oriented communication; professional language and grammar.
• Ability to work with external and internal clients professionally.
• Regular, predictable attendance.

Responsibilities

• Provides professional, courteous service to ensure client satisfaction.
• Adheres to Branch Guide to Operations and compliance policies.
• Process stock certificates and check deposits with high accuracy; issue and mail client checks.
• Maintain daily cashiering file per procedures.
• Assist with planning and execution of branch events.
• Manage incoming calls and provide information as needed.
• Participate in meetings and disseminate information to staff.
• Utilize Firm desktop systems for client service and business enhancement.
• Provide backup for other support positions as assigned.
• Perform other duties and special projects.

Skills

Communication

Problem solving

Attention to detail

MS Word

MS Excel

Outlook

Multitasking

Client service

Professional communication

Attendance

Education

High School diploma, GED or equivalent

Tools

Microsoft Word

Microsoft Excel

Outlook

Job description

D.A. Davidson is seeking a reliable, organized Cashier Receptionist to join our Bellevue branch. This role creates a welcoming first impression while supporting cashiering and administrative tasks.

Strong attention to detail, high integrity, and confidentiality are essential as you handle client, advisor, branch, and company information. The position offers a path to grow into a Client Associate role and gain exposure to financial services in a collaborative branch environment.