HHiring Reality
← Dadavidson

Client Associate

Dadavidson
Location
Omaha, NE
Posted
1 month ago
Department
Wealth Management
What they actually want (must-haves)
  • Proven ability to build client/customer relationships including excellent communication (written and verbal) and problem-solving skills.
  • Ability to successfully handle multiple demands and competing priorities in a deadline-oriented environment.
  • Strong attention to detail and accuracy including the ability to accurately perform semi-advanced math.
  • High school graduate or comparable work experience. Post-secondary education preferred.
  • Solid technology skills (Microsoft Word, Excel and Outlook) and the desire to learn and leverage innovative technologies to optimize the client experience.
Nice to have
  • Preference given to candidates with current licenses: the Securities Industry Essentials (SIE) and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]). If not licensed, requirement to pass all tests for the Series 7 and 66 (or 63/65) licenses within 120 days of hire.
What the job really is

As a Client Associate at D.A. Davidson in Omaha, NE, you will support Financial Professionals by providing exceptional client service and managing client requests. Your role will involve maintaining account documents, assisting with financial plans, and facilitating client transactions while ensuring adherence to compliance policies. This position offers opportunities for career advancement in a collaborative and detail-oriented environment.

Benefits
  • Medical, Dental and Vision
  • Company 401(k) and ESOP contribution
  • Generous sick, vacation, and maternity/parental leave
  • Paid holidays
  • Professional Development Opportunities
  • Tuition Reimbursement ($15,000 lifetime cap)
Things to weigh
  • No salary listed, compensation will be determined on a case-by-case basis.
  • Preference for candidates with specific licenses may limit opportunities for those without them.
  • Role involves managing multiple demands and competing priorities which may be stressful for some candidates.
Job score3.4/5
Benefits5/5
Freshness4/5
Career value4/5
Role clarity4/5
Pay transparency0/5

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