Client Associate
D.A. DavidsonInvestment Banking company
Pendleton, United StatesMid
Sales & Account Management
About the role
TL;DR
Provide exceptional client service and support in a financial services environment.
- •Davidson is seeking a Client Associate to join their Pendleton, OR branch.
- •Key Responsibilities Provide professional client service and manage client requests.
- •Review and process account documents and transactions.
- •Assist in crafting financial plans for clients.
- •Facilitate the transfer of client funds and securities.
- •Seek to innovate and streamline processes.
- •Requirements Eager to advance in the Financial Services Industry.
- •High school graduate with post-secondary education preferred.
- •Solid technology skills including Microsoft Word, Excel, and Outlook.
- •Excellent communication and problem-solving skills.
- •Strong attention to detail and accuracy.
Required skills
Customer ServiceExcel
Domain expertise
fintech