2 jobs found

Summary/Function: Provide account administration support for all managed accounts for D. A. Davidson & Co. and Davidson Investment Advisors (DIA) to contribute to accurate client account information. Experience and Skills Qualifications: * High school diploma or three years related office experience. * Strong written and verbal communication skills. * Strong attention to detail. * Strong customer service skills. * Working knowledge of general accounting principles. * Math skills * Ability to operate a PC, calculator and scanner. * 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...

PayneWest’s Business Insurance team is looking for a passionate and people-oriented customer service professional to develop, implement and deliver outstanding insurance and risk management customer service to our clients. As an Account Manager, you are in charge of ensuring a smooth client experience by managing day-to-day customer service interactions and maintaining strong and long-lasting relationships with our clients. We’ve created a promising career path with opportunities to move up the ladder and specialize in high-level client service and industry focuses as you move forward. We will give you access to mentorship, training, resources, and development to ensure your success but you will need to supply the drive and desire to be a PayneWest professional. Our ideal candidate is hungry, humble and smart- they don’t stop short of excellence and are driven to do what’s best for their clients, colleagues, and communities.   ...