Client Associate jobs in Idaho
Recently Added Client Associate jobs
Client Associate
- D.A. Davidson Companies
-
Sandpoint, ID
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 Sandpoint, ID branch. In this team-critical role, you will work alongside Financial Professionals to provide excellent 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:
- 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)
- 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 - 1 Month Ago
Surgical technician
- HealthEcareers - Client
-
Falls, ID
FULL_TIME
- This position is eligible for a $2000 Sign on Bonus Northwest Specialty Hospital is seeking a passionate Surgical Technologist to join our OR Team! This position will be 4 10-hour shifts a week! Our h...
- 15 Days Ago
Registered Client Associate
- RBC Capital Markets, LLC
-
Ketchum, ID
FULL_TIME
- Job SummaryJob DescriptionWhat is the opportunity?Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a C...
- 5 Days Ago
Registered Client Associate
- D13 Wells Fargo Clearing Services, LLC
-
Capitol, ID
FULL_TIME
- About this role: Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at we...
- 24 Days Ago
Client Support Associate
- Jackson Hewitt
-
Nampa, ID
FULL_TIME,OTHER
- 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 ...
- 30 Days Ago
Client Support Associate
- Jackson Hewitt
-
Caldwell, ID
OTHER,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 ...
- 30 Days Ago
Client Associate jobs at Popular Companies
Client Associate 2
- Epsilon
-
Chicago, IL
- Job Description The Client Associate will grow a current book of business. They will identify, influence, present, close...
- 4/24/2024 12:00:00 AM
Client Associate
- Russell Tobin
-
Memphis, TN
- Client Associate Location: Memphis, TN Salary: $60,000 - $90,000 A leading financial institution is looking to hire a Cl...
- 4/24/2024 12:00:00 AM
Senior Client Associate - Data Sales
- Epsilon
-
Troy, MI
- Job Description About the Role: In this role, you will leverage your data expertise to help automotive manufacturers (OE...
- 4/24/2024 12:00:00 AM
Client Associate 2
- Epsilon
-
Chicago, IL
- Job Description The Client Associate will grow a current book of business. They will identify, influence, present, close...
- 4/23/2024 12:00:00 AM
Senior Client Associate
- Epsilon
-
Chicago, IL
- Job Description The Sr Client Associate will grow a current book of business. They will identify, influence, present, cl...
- 4/23/2024 12:00:00 AM
Client Associate
- Confidential
-
Weston, MA
- Our client is a wealth management firm dedicated to providing comprehensive financial planning and investment management...
- 4/23/2024 12:00:00 AM
Registered Client Associate
- Harrison Gray Search & Consulting
-
Alexandria, VA
- Harrison Gray Search has partnered with one of the oldest, most reputable investment advisors in the country to find its...
- 4/22/2024 12:00:00 AM
Senior Client Associate - Data Sales
- Epsilon
-
Chicago, IL
- Job Description About the Role: In this role, you will leverage your data expertise to help automotive manufacturers (OE...
- 4/21/2024 12:00:00 AM
About Idaho
Idaho (/ˈaɪdəhoʊ/ (listen)) is a state in the northwestern region of the United States. It borders the state of Montana to the east and northeast, Wyoming to the east, Nevada and Utah to the south, and Washington and Oregon to the west. To the north, it shares a small portion of the Canadian border with the province of British Columbia. With a population of approximately 1.7 million and an area of 83,569 square miles (216,440 km2), Idaho is the 14th largest, the 12th least populous and the 7th least densely populated of the 50 U.S. states. The state's capital and largest city is Boise.
Idaho p...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Associate jobs
$49,476 to $64,870
Most Popular Cities in Idaho for Client Associate Jobs
What does a Client Associate do?
Client Associate
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
Demonstrate service delivery excellence by fielding client calls, supporting product transactions, answering questions and finding resolutions to service related issues.
May 06, 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
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
Works within matrix cross-functional teams to sustain and improve internal processes and procedures.
April 17, 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
Build solid working relationships with team members, acting as a resource for others whenever possible.
March 03, 2023
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
Monitors and proactively communicates on-going issues that impact customer satisfaction and helps ensure timely resolution.
November 22, 2022
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