Client Associate

About the role

D.A. Davidson & Co. – Wealth Management seeks a Client Associate to join our team in Gillette, WY. The ideal candidate will provide exceptional client service and support to clients and colleagues.

Responsibilities

• Handle client inquiries and requests through phone, email, and in-person meetings.
• Prepare and maintain client files and records.
• Support the sales process by assisting with research and data analysis.
• Participate in training programs to enhance skills and knowledge.

Requirements

• High school diploma or equivalent.
• Strong communication and interpersonal skills.
• Basic computer skills, including proficiency with Microsoft Office.
• Ability to work independently and as part of a team.

Qualifications

• Experience in a customer service or administrative role preferred.
• Knowledge of financial products and services beneficial.

Skills

• Excellent written and verbal communication skills.
• Attention to detail and organizational abilities.
• Proficiency with Microsoft Office Suite.

Benefits

• Comprehensive health insurance options.
• Flexible work schedule.
• Professional development opportunities.

Pay

$X per hour or $Y annually, depending on experience.

Schedule

Monday through Friday, 9 AM to 5 PM.