Operations Associate - New Accounts Associate

D.A. Davidson Companies; Great Falls (MT); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Competitive salary

401(k) and ESOP contribution

Paid holidays

Professional development opportunities

Insurance discounts

Job summary

A financial services firm in Great Falls, Montana seeks an Operations Associate to manage client accounts and maintain records with precision. The ideal candidate has a strong high school education, excellent communication skills, and is adept with Microsoft tools. This role offers a competitive salary, 401(k) contributions, and a supportive work environment with professional development opportunities.

Qualifications

• Organized and detail-oriented, capable of maintaining client confidentiality.
• Effective communication in a professional manner.
• Ability to work independently and as part of a team.

Responsibilities

• Open and maintain client accounts accurately.
• Communicate problems and follow through to resolution.
• Update client accounts and ensure information accuracy.

Skills

Strong written and verbal communication skills

Attention to detail

Time management

Education

High school diploma

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Operations Associate – New Accounts Associate

Join to apply for the Operations Associate – New Accounts Associate role at D.A. Davidson Companies

D.A. Davidson Companies is an independent, employee‑owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well‑being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.

Summary: This position is responsible for opening and maintaining client accounts and records in accordance with desk procedures and firm policies. This role requires organization, accuracy, and attention to detail. The qualified applicant will be capable of working independently and as a team member.

Qualifications:

• High school diploma
• Strong written and verbal communication skills
• Strong attention to detail
• Familiar with Microsoft Outlook, Word and Excel
• Follow policies and procedures. Maintain client confidentiality
• Communicate in a clear and service oriented manner. Use appropriate, professional language and grammar to effectively exchange ideas and information
• Ability to proactively work with both external and internal clients. Relate with others in a professional manner in order to accomplish work responsibilities and objectives
• Ability to maintain regular, predictable attendance
• Effective at time management

Duties:

• Open and review all account documents and information to contribute to complete and accurate client account information
• Identify any problems, notify appropriate personnel and follow through to resolution
• Update client accounts and ensure information is changed in all applicable systems and screens
• Review daily reports for exceptions and take the necessary action to resolve
• Assist branch associates and advisors with document completion and workflow processing
• Document and update procedures as needed or as assigned
• Perform any other tasks as assigned

What we offer:

• Competitive salary plus excellent benefits and perks including, but not limited to:
• Company 401(k) and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional development opportunities
• Discounted personal insurance including home, auto, and recreational vehicles
• Charitable gift‑matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

We may use artificial intelligence tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans.