Client Associate
D.A. Davidson Companies · Lincoln, NE · 2 mo ago
On-siteFinance$100/hrFull-time
About the role
The Client Associate role at D.A. Davidson & Co. - Wealth Management involves providing exceptional client service and support. You will assist clients with investment advice, manage their portfolios, and ensure they are satisfied with their financial outcomes.
Responsibilities
- Provide high-quality client service and support
- Manage client portfolios and investment advice
- Ensure client satisfaction with financial outcomes
Requirements
- Excellent communication skills
- Strong attention to detail
- Proficient in Microsoft Office Suite
Qualifications
- Bachelor’s degree in Finance, Business Administration, or a related field
- Experience in a customer service or financial role preferred
Skills
- Financial analysis
- Investment management
- Customer service
Benefits
- Competitive compensation package
- Health insurance
- Flexible work schedule
Pay
The salary range for this position is $50,000 - $70,000 annually.
Schedule
This role is full-time and requires a regular weekday schedule.