Client Associate jobs in Cody, WY
Recently Added Client Associate jobs
Client Associate
- D.A. Davidson Companies
-
Billings, MT
FULL_TIME
-
Job Description:
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Billings, MT branch. In this team-critical role, you will work alongside Financial Advisors to provide outstanding client service and support. This is an outstanding opportunity to advance your career in the financial services industry in an environment of continual growth and development.If you have a passion for creating an exceptional client experience, enjoy working collaboratively as part of a team and relish detail and accuracy, we want to hear from you!
Experience and Skills:Primary Qualifications:
- Eager to advance and grow in the Financial Services Industry ‒ Opportunity to complete 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]).
- 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.
- Proven ability to build client/customer relationships including excellent communication (written and verbal) and problem-solving skills.
- Strong attention to detail and accuracy including the ability to accurately perform semi-advanced math.
- Ability to successfully handle multiple demands and competing priorities in a deadline-oriented environment.
Primary Duties:
- Provide extraordinarily professional and courteous client service managing client requests, account maintenance and effectively articulating certain requirements in a regulatory environment.
- Review, maintain and process account documents and information as well as solve complex issues and assignments related to client accounts and transactions including suspicious activity.
- Assist with crafting comprehensive financial plans for current and prospective clients.
- Assist in developing and implementing periodic client mailings, communications and events.
- Facilitate the transfer of client funds and/or securities and the issuance of checks upon request.
- Seek to innovate and streamline processes.
- Provide general support, including but not limited to phone, correspondence, appointments, filing and other projects as assigned.
- Adherence to all branch, firm and compliance policies, procedures, rules and regulations.
- Other projects and duties as assigned.
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.
D.A. Davidson has been in business for over 87 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.
From: D.A. Davidson Companies - 27 Days Ago
Client Choice Associate
- Family Service
-
Billings, MT
FULL_TIME
- Client Choice is the Family Service food program providing bountiful, nutritious food boxes to individuals in Yellowstone County. The right person for this position will embrace empathy and compassion...
- 1 Month Ago
Client Service Associate
- Jackson Hewitt - 2215
-
Laurel, MT
FULL_TIME
- We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no ...
- 2 Months Ago
Client Service Associate
- Jackson Hewitt - 2215
-
Billings, MT
PART_TIME
- We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no ...
- 2 Months Ago
Associate Client Manager - Small Business
- Marsh McLennan Agency-Northwest
-
Billings, MT
OTHER
- Overview Marsh McLennan Agency’s Business Insurance team is looking for a passionate and people-oriented customer service professional to develop, implement and deliver outstanding insurance and risk ...
- 8 Days Ago
Associate Client Manager - Business Insurance
- Marsh McLennan Agency-Northwest
-
Billings, MT
OTHER
- Overview Marsh McLennan Agency’s Business Insurance team is looking for a passionate and people-oriented customer service professional to develop, implement and deliver outstanding insurance and risk ...
- 10 Days Ago
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0 Client Associate jobs found in Cody, WY area
Electronic Field Mapping Lister - NSDUH
- RTI International
-
Cody, WY
- The pay rate for this part-time position is $18/ hr based on experience and geographic location. This position falls und...
- 4/16/2024 12:00:00 AM
C.N.A. (needs a Wyoming license)/Care Partner (No license required) Night Shift (8 to 12 hr shifts)-SIGN ON BONUS
- Absaroka Senior Living
-
Cody, WY
- Absaroka Senior Living is growing! C.N.A.'s (requires a Wyoming license) CARE PARTNER (no license required) Searching fo...
- 4/16/2024 12:00:00 AM
Home Infusion Nurse
- Texas Nursing Services
-
Cody, WY
- JOB INFORMATION The Home Infusion Registered Nurse is responsible for providing safe administration of parenteral produc...
- 4/16/2024 12:00:00 AM
Account Associate - State Farm Agent Team Member
- Jen Talich - State Farm Agent
-
Cody, WY
- Job Description Job Description ROLE DESCRIPTION: Jen Talich - State Farm Agent is seeking an organized and efficient sp...
- 4/14/2024 12:00:00 AM
Account Associate - State Farm Agent Team Member
- Jen Talich - State Farm Agent
-
Cody, WY
- Job Description Job Description ROLE DESCRIPTION: Jen Talich - State Farm Agent is seeking an organized and efficient sp...
- 4/14/2024 12:00:00 AM
Customer Service Representative
- Walmart
-
Cody, WY
- **Job Title: Customer Service Representative (Walmart)** **Job Summary:** As a Customer Service Representative at Walmar...
- 4/14/2024 12:00:00 AM
Greeter
- Walmart
-
Powell, WY
- **Job Summary:** As a Greeter at Walmart, you will be the first point of contact for customers as they enter the store. ...
- 4/14/2024 12:00:00 AM
Travel Physical Therapist - $2,127 per week
- Hiring Now!
-
Powell, WY
- Supplemental Health Care is seeking a travel Physical Therapist for a travel job in Powell, Wyoming. Job Description & R...
- 4/12/2024 12:00:00 AM
About Cody, Wyoming
Cody is a city in Northwest Wyoming and the county seat of Park County, Wyoming, United States. It is named after Colonel William Frederick "Buffalo Bill" Cody for his part in the founding of Cody in 1896.
The population was 9,520 at the 2010 census. Cody is served by Yellowstone Regional Airport.
Cody is located at 44°31′24″N 109°3′26″W / 44.52333°N 109.05722°W / 44.52333; -109.05722 (44.523244, −109.057109).
According to the United States Census Bureau, the city has a total area of 10.43 square miles (27.01 km2), of which, 10.20 square miles (26.42 km2) is land and 0.23 square miles (0.60...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Associate jobs
$50,536 to $66,261
Cody, Wyoming area prices
were up 3.1% from a year ago
were up 3.1% from a year ago
What does a Client Associate do?
Client Associate
Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, and client-specific requests at various custodians (.
October 26, 2022
Monitors and proactively communicates on-going issues that impact customer satisfaction and helps ensure timely resolution.
November 22, 2022
Actively supports our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions.
January 22, 2023
Build solid working relationships with team members, acting as a resource for others whenever possible.
March 03, 2023
Manages a large amount of inbound calls or chats in a timely manner related to at least five major areas of the eMoney platform.
April 05, 2023
Works within matrix cross-functional teams to sustain and improve internal processes and procedures.
April 17, 2023
Understand client issues, be responsible for providing timely follow-up to clients and be accountable for client satisfaction through the ownership of the problem.
April 24, 2023
Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
May 02, 2023
Demonstrate service delivery excellence by fielding client calls, supporting product transactions, answering questions and finding resolutions to service related issues.
May 06, 2023
Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
May 18, 2023