Client Services Specialist - Receptionist & Cashier

D.A. Davidson Companies; Salt Lake City (UT); On-site; USD 23,419 - 24,796; Full time

Benefits offered by this job

401(k) and ESOP contribution

Generous sick and vacation leave

Paid holidays

Professional Development Opportunities

Discounted personal insurance

Charitable gift-matching program

Davidson Day of Giving

Job summary

A financial services firm is seeking a reliable Cashier Receptionist / Client Associate in Salt Lake City, UT. This role involves managing client interactions, performing financial services, and administrative support, while ensuring compliance with company policies. Ideal candidates will have strong communication skills, attention to detail, and previous office experience. Competitive hourly wage offered.

Qualifications

• Excellent communication (written and verbal) skills required.
• Strong attention to detail and accuracy with the ability to perform semi-advanced math.
• Previous work experience in an office setting preferred.

Responsibilities

• Provide a welcoming and professional attitude to clients.
• Manage incoming calls and process client requests.
• Maintain adherence to firm compliance policies and procedures.

Skills

Excellent communication skills

Problem-solving abilities

Client service skills

Attention to detail

Solid technology skills

Education

High School diploma or GED

Post-Secondary education preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

A financial services firm is seeking a reliable Cashier Receptionist / Client Associate in Salt Lake City, UT. This role involves managing client interactions, performing financial services, and administrative support, while ensuring compliance with company policies. Ideal candidates will have strong communication skills, attention to detail, and previous office experience. Competitive hourly wage offered.