Desktop Solutions Group Specialist

4 days, 14 hours ago
Full-time
Junior
Customer and Technical Support
D.A. Davidson Companies

D.A. Davidson Companies

D.A. Davidson Companies is a diversified financial services company offering expertise in wealth management, capital markets, investment banking, trust and asset management. With a tradition of personalized client service, our advisors provide trusted ...

Capital Markets
1001-5000
Founded 1935

Description

  • Support phased Davidson Connect CRM rollout activities, including data entry, cleanup, and validation before and after branch conversions.
  • Assist with user testing and branch launches.
  • Guide Financial Advisors and branch associates on CRM data, navigation, and workflows.
  • Develop training resources and FAQs and respond to user questions.
  • Maintain CRM and Envestnet data.
  • Share user feedback and training needs with the Director of Desktop Solutions.
  • Build knowledge of other core Wealth Management applications and support related team projects.
  • Support team communications and the training calendar.
  • Travel occasionally based on business needs.

Requirements

  • Associate or bachelor’s degree in business or a related field, or equivalent work experience.
  • Experience in client service, application support, training, or financial services preferred.
  • Familiarity with CRM or other database applications.
  • Proficiency with Microsoft 365, including Outlook, Teams, Word, Excel, and PowerPoint.
  • Strong attention to detail and ability to complete repetitive work accurately and confidentially.
  • Ability to explain technical steps clearly in plain language.
  • Service-oriented communication skills.
  • Ability to adapt to changing priorities and collaborate effectively with a team.

Benefits

  • Base pay range of $32.00–$37.50 per hour, based on skills, experience, and location.
  • Flexible work locations.
  • Medical, dental, and vision coverage.
  • Company 401(k) and ESOP contributions.
  • Generous sick leave, vacation, maternity/parental leave, and paid holidays.
  • Professional development opportunities and tuition reimbursement up to a $15,000 lifetime cap.
  • Discounted personal insurance for home, auto, and recreational vehicles.
  • Charitable gift-matching program and Davidson Day of Giving.

Interested in this position?

Apply directly on the company website

Apply Now

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