Client Associate

About the role

D.A. Davidson & Co. – Wealth Management seeks a Client Associate to join our dynamic team in Omaha, NE. The ideal candidate will provide exceptional client service, manage client relationships, and assist with administrative tasks.

Responsibilities

• Handle client inquiries and requests via phone, email, and in-person meetings
• Manage client files and ensure accurate and timely information is provided
• Support sales efforts by assisting with client presentations and follow-up
• Perform administrative tasks such as scheduling appointments and preparing reports
• Stay informed about industry trends and product offerings to better serve clients

Requirements

• High school diploma or equivalent
• Excellent communication and interpersonal skills
• Ability to handle multiple tasks and prioritize effectively
• Proficiency in Microsoft Office Suite
• Strong attention to detail

Qualifications

• 1-2 years of customer service experience preferred
• Experience in a fast-paced environment
• Passion for wealth management and financial services

Skills

• Customer service skills
• Organizational skills
• Attention to detail
• Microsoft Office proficiency

Benefits

• Competitive salary
• Health insurance
• 401(k) plan
• Flexible schedule
• Professional development opportunities

Pay

$X per hour

Schedule

Monday - Friday, 9:00 AM - 5:00 PM