Client Services Specialist – Cashier & Front Desk

D.A. Davidson; 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 leave, vacation, and parental/mat

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 helps create a welcoming and professional first impression for clients while supporting key cashiering and administrative functions. Success in this position requires strong attention to detail, sound judgment, outstanding client service skills, and integrity when handling client, advisor, branch, and company information.

Qualifications

• High School diploma, GED or comparable work experience.
• Post-Secondary education preferred.
• Prior industry experience a plus.

Responsibilities

• Provide professional, courteous service to ensure client satisfaction.
• Maintain knowledge of Branch Guide to Operations and comply with policies and regulations.
• Process stock certificates and deposits with high accuracy; issue and mail client checks.

Skills

Client service

Attention to detail

Communication (written and verbal)

Problem solving

Microsoft Word

Microsoft Excel

Outlook

Multi-tasking

Professional language & tone

Attendance reliability

Education

High school diploma/GED

Post-secondary education preferred

Tools

Word

Excel

Outlook

Job description

D.A. Davidson is seeking a reliable, organized Cashier Receptionist to join our Bellevue branch.

This role helps create a welcoming and professional first impression for clients while supporting key cashiering and administrative functions. Success in this position requires strong attention to detail, sound judgment, outstanding client service skills, and integrity when handling client, advisor, branch, and company information.