D.A. Davidson

D.A. Davidson

Client Associate

Omaha, NE

Sponsorship not specifiedDetected 130 days ago
ExcelResearchCommunicationProblem SolvingMicrosoft Office

About the role

  • D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years.
  • 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.

Responsibilities

  • Review, maintain and process account documents and information as well as solve complex issues and assignments related to client accounts and transactions.
  • Lead your Team's monthly and quarterly internal investment research report preparation process.
  • Assist in developing and implementing periodic client mailings, communications and events.
  • Interacting with our internal and external back-office partners to ensure that work is progressing smoothly.
  • Provide general support, including but not limited to phone, correspondence, appointments, research and other projects as assigned.
  • At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.

Requirements

  • Do you have a desire to proactively learn and leverage innovative technology tools?
  • Proven ability to build Team relationships including excellent communication (written and verbal) and problem-solving skills.
  • Ability to successfully handle multiple demands and competing priorities in a deadline-oriented environment. Understanding that strong follow-up skills are an expectation.
  • Strong attention to detail and accuracy, including the ability to accurately perform semi-advanced math.

Nice to have

  • High school graduate or comparable work experience.
  • Proficiency with Microsoft Excel and solid skills with Word and Outlook, as well as the desire to learn and leverage innovative technologies to optimize client experience and support adviser investment research.
  • Ability to successfully handle multiple demands and competing priorities in a deadline-oriented environment.
  • Understanding that strong follow-up skills are an expectation.
  • Interest in the investment process.
  • If not licensed, requirement to pass all tests for the Series 7 and 66 (or 63/65) licenses within 6 months of hire.
  • Reconcile and prepare monthly and quarterly materials that will be shared in client facing meetings.
  • Utilize Excel extensively on various investment analysis and client account reconciliation projects.

Compensation

  • You can learn more about our company culture and impact in our latest annual report.

Benefits

  • Competitive salary plus excellent benefits and perks including, but not limited to:
  • Medical, Dental and Vision
  • Company 401(k)and ESOP contribution
  • Generous sick, vacation, and maternity/parental leave
  • Tuition Reimbursement ($15,000 lifetime cap)
  • 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.

Equal opportunity

  • We are an equal opportunity employer and value diversity at our company.
  • Please contact us to request accommodation.
Apply directly at D.A. Davidson →Create a free account for alerts like thisView D.A. Davidson immigration profile

This listing is sourced directly from D.A. Davidson's careers page and normalized into a canonical job model.