Part-Time Client Associate, Financial Services

D.A. Davidson Companies; Pendleton (OR); On-site; USD 24,796 - 33,062; Part time

Job summary

D.A. Davidson Companies in Pendleton, OR is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Pendleton, OR branch.

In this team-critical role, you will work alongside financial professionals to provide excellent client service and support. This is an outstanding opportunity to advance your career in the financial services industry in an environment of continual growth and development.

Qualifications

• High school graduate; post-secondary education or experience preferred.
• Solid technology skills and the desire to learn new technologies to optimize client experience.
• Proven ability to build client relationships with strong communication and problem-solving skills.
• Strong attention to detail and accuracy, including semi-advanced math.
• Ability to manage multiple priorities in a deadline-driven environment.

Responsibilities

• Provide professional client service handling client requests and account maintenance in a regulatory environment.
• Review and process account documents, resolve complex issues related to client accounts and transactions.
• Assist with crafting comprehensive financial plans for clients.
• Assist in developing periodic client mailings, communications and events.
• Facilitate transfer of funds and issuance of checks upon request.
• Ensure adherence to branch, firm and compliance policies and regulations.
• Provide general support (phone, correspondence, appointments, filing, other projects).
• Other duties as assigned.

Skills

Client communication

Attention to detail

Multi-tasking

Microsoft Office

Problem solving

Relationship building

Education

High school diploma

Tools

Microsoft Word

Excel

Outlook

Job description

D.A. Davidson Companies in Pendleton, OR is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Pendleton, OR branch.

In this team-critical role, you will work alongside financial professionals to provide excellent client service and support. This is an outstanding opportunity to advance your career in the financial services industry in an environment of continual growth and development.