Client Access Support Associate

D.A. Davidson • Great Falls, MT

68d

About The Position

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.

Requirements

• 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.

Responsibilities

• Support the Client Access site (CA) through email, desktop and telephone support in a professional, accurate and timely manner.
• Interact with clients and troubleshoot 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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities