The Role
Assist clients in accessing investment accounts and providing web-based support. Coordinate with teams, document updates, and troubleshoot client issues.
Summary Generated by Built In
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. 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.
Summary/Function:
Assist clients in accessing their investment account(s) online and support web-based products and services through email, desktop and telephone support in a professional, accurate and timely manner; assist branch offices with internal questions and client inquiries; assist the Web Development and Database teams in the testing of bug fixes and site enhancement requests. Assist with updating client and branch facing documentation, guides and FAQs and track issues and enhancement requests in tracking software.
Primary Qualifications:
• 2 years’ experience in a client service-related position.
• Excellent client service and interpersonal skills. Ability to work successfully with a variety of personalities and various management levels.
• Good working knowledge of Microsoft Office Suite, web browser platforms, Jira, TurboTax and Quicken.
• Familiar with standard concepts, practices and procedures for client support.
• A basic understanding of finance and securities industry concepts and terminology.
• Excellent communication skills, both oral and written. Ability to communicate technical directions.
• Highly self-motivated and self-directed.
• Proven ability to train people on various applications
• Experience working in a team-oriented, collaborative environment.
• Organized and detail oriented.
• Ability to maintain regular, predictable attendance.
Primary Duties:
• Support the Client Access site (CA) through email, desktop and telephone support in a professional, accurate and timely manner.
• Interact with clients and trouble shoot problems to ensure a high level of client satisfaction.
• Provide support to branch offices for CA access (and various components such as Quicken downloads, tax reporting downloads) and eDelivery.
• Assist in the testing of CA fixes, enhancements and upgrades and report findings to Client Access Support Lead.
• Track and update notes in the software tracking system regarding known issues, enhancement requests and troubleshooting.
• Perform any other duties and special projects as necessary.
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
We are an equal opportunity employer and value diversity at our company. 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. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy.
Top Skills
JIRA
Microsoft Office Suite
Quicken
Turbotax
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The Company
What We Do
At D.A. Davidson Companies, we identify and evaluate market trends, investment ideas and business opportunities, and turn them into actionable insights and strategies. Founded in 1935 as a small brokerage firm, D.A. Davidson has grown into a diversified financial services company comprised of seven distinct business units across the U.S.
Through the years, our most important service has remained consistent: a personalized approach that reflects the individuality of each of our clients. As part of an employee-owned company, each of our associates has a unique perspective of success. We believe in doing what is right for our clients and are empowered to deliver high-impact solutions.
We are with our clients every step of the way—leveraging our nationally-recognized research, capital markets and investment banking expertise, and a robust network of financial advisors. Clients not only benefit from our expansive platform of solutions and services, but also from strong values rooted in tradition and a deep sense of responsibility to our communities.
