Operations Associate - New Accounts Associate

D.A. Davidson • Great Falls, MT

37d

About The Position

This position is responsible opening and maintaining client accounts and records in accordance with desk procedures and firm policies/ procedures. This role requires organization, accuracy, and attention to detail. The qualified applicant will be capable of working independently and as a team member.

Requirements

• High school diploma.
• Strong written and verbal communication skills.
• Strong attention to detail.
• Familiar with Microsoft Outlook, Word and Excel.
• Follow policies and procedures. Maintain client confidentiality.
• Communicate in a clear and service oriented manner. Use appropriate, professional language and grammar to effectively exchange ideas and information.
• Ability to proactively work with both external and internal clients. Relate with others in a professional manner in order to accomplish work responsibilities and objectives.
• Ability to maintain regular, predictable attendance.
• Effective at time Management.

Responsibilities

• Open and review all account documents and information to contribute to complete and accurate client account information.
• Identify any problems, notify appropriate personnel and follow through to resolution.
• Update client accounts and ensure information is changed in all applicable systems and screens.
• Review daily reports for exceptions and take the necessary action to resolve.
• Assist branch associates and advisors with document completion and workflow processing
• Document and update procedures as necessary or as assigned.
• Perform any other tasks as assigned

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 â Our tradition of positively impacting communities in which we live and work.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees