Operations Associate - New Accounts Department
This job is in your area. Enjoy a short commute and work close to home.
Job Description
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.
Summary:
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.
Experience and Skills
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