Client Associate jobs in Kalispell, MT
Recently Added Client Associate jobs
Client Associate
- D.A. Davidson Companies
-
Great Falls, 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 team. In this team-critical role, you will work alongside Financial Professionals 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:
- 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
Client Associate
- D.A. Davidson Companies
-
Kalispell, 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 Kalispell, MT branch. In this t...
- 1 Month Ago
Registered Client Associate
- D.A. Davidson Companies
-
Great Falls, MT
FULL_TIME
- Job Description: Summary/Function We are currently seeking an exceptional individual to join a dynamic and high-producing team in our Great Falls, MT office. This team-critical role requires outstandi...
- 21 Days Ago
Client Service Associate
- Jackson Hewitt - 2215
-
Kalispell, MT
PART_TIME
- Benefits: Employee discounts Flexible schedule Opportunity for advancement We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication ski...
- Just Posted
Client service associate
- Jackson Hewitt
-
Kalispell, MT
FULL_TIME
- Benefits : Employee discounts Flexible schedule Opportunity for advancement We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication sk...
- 1 Day Ago
Client service associate
- Stifel
-
Kalispell, MT
FULL_TIME
- Summary Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of...
- 1 Month Ago
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0 Client Associate jobs found in Kalispell, MT area
Hair Stylist - Kalispell Cntr Mall
- JC Penney
-
Kalispell, MT
- Hair Stylist - Kalispell Cntr Mall Location: Kalispell, MT, United States - Kalispell Cntr Mall 20 N Main St Job ID: 109...
- 4/26/2024 12:00:00 AM
REMOTE: Insurance Account Executive/Entry-Level Position Available
- American Income Life AO - Lance Manago
-
Kalispell, MT
- Are you ready to embark on an extraordinary journey with AO? Experience the power of 100% remote work, incredible growth...
- 4/25/2024 12:00:00 AM
Seasonal Laundry Attendant $18 per hour
- Sonesta International Hotels Corporation
-
Kalispell, MT
- Job Description Summary The Laundry Attendant (LA) works with the Housekeeping Management Team to work in the commercial...
- 4/25/2024 12:00:00 AM
Beauty Consultant - Kalispell Cntr Mall
- JC Penney
-
Kalispell, MT
- Beauty Consultant - Kalispell Cntr Mall Location: Kalispell, MT, United States - Kalispell Cntr Mall 20 N Main St Job ID...
- 4/24/2024 12:00:00 AM
Lighting and Shading Specialist
- Amplify People
-
Kalispell, MT
- Location: Kalispell, Montana Job Type: Full Time Company Overview This Custom Integration Technology Company is made up ...
- 4/24/2024 12:00:00 AM
Merchandiser Retail Coverage - Walmart - PRIMARY
- Acosta, Inc.
-
Kalispell, MT
- Merchandiser Retail Coverage - Walmart - PRIMARY General Information Company: ACO-US Location: KALISPELL, Montana, 59901...
- 4/23/2024 12:00:00 AM
A Plus Job Coach
- ambercare
-
Kalispell, MT
- Are you the kind of person that likes to help those that need an extra hand? Then we need you! The A Plus Kalispell bran...
- 4/22/2024 12:00:00 AM
Branch Office Administrator
- Edward Jones
-
Kalispell, MT
- Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
- 4/4/2024 12:00:00 AM
About Kalispell, Montana
Kalispell (/ˈkæləˌspɛl, ˌkæləˈspɛl/) is a city in, and the county seat of Flathead County, Montana, United States. The 2015 Census estimates put Kalispell's population at 22,052. The Kalispell Micropolitan Statistical Area has a population of 93,068 and it is the largest city and commercial center of northwest Montana. The name Kalispell is a Salish word meaning "flat land above the lake". Kalispell is also the gateway to Glacier National Park....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Associate jobs
$48,415 to $63,480
Kalispell, Montana 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