Client Associate, Cashier, Receptionist
D.A. DavidsonSalt Lake City, Utah, United States
Posted October 13, 2025
Full Time
About the Company
D.A. Davidson Companies is a diversified financial services firm founded in 1935, offering a range of services including wealth management, investment banking, and capital markets. Known for its personalized approach and employee ownership model, the company leverages its research expertise and extensive network to provide high-impact solutions to clients. With seven distinct business units across the U.S., D.A. Davidson is committed to delivering strong values rooted in tradition and a deep sense of responsibility to its communities.
Job Description
D.A. Davidson Companies is seeking a reliable and enthusiastic Client Associate / Cashier Receptionist to join their branch in Salt Lake City, UT. This role is the first point of contact for clients and involves a variety of financial services cashiering duties, receptionist duties, administrative support for the Branch Operations Manager, and providing administrative support for Financial Advisors. The role requires attention to detail, strong client service skills, and a high level of integrity.
Requirements
- Excellent communication skills
- Strong attention to detail
- Proficient computer skills (Microsoft Word, Excel, Outlook)
- High School diploma, GED, or comparable work experience
- Solid technology skills
- Ability to manage multiple demands and competing priorities
- Ability to communicate in a clear and professional manner
- Reliable in-person attendance
Benefits
- Company 401(k) and ESOP contribution
- Generous sick, vacation, and maternity/parental leave
- Professional Development Opportunities
- Discounted personal insurance
- Charitable gift-matching program
- Davidson Day of Giving
