Desktop Solutions Group Specialist at D.A. Davidson Companies · United States · Joined
DC
Desktop Solutions Group Specialist
D.A. Davidson Companies · United States · Just now · 0 applicants
NewRemoteFull-timeJunior
Pay
$32–$37/hrListed
Workplace
Remote
Job type
Full-time
Level
Junior
Team: Desktop Solutions Group · Source: jobright · Posted by joined-scrapper
About the role
Remote Desktop Solutions Group Specialist role supporting the rollout of Davidson Connect across Wealth Management by preparing and validating data, assisting branches with testing and launches, and training users on CRM and other core applications.
What you’ll do
Support rollout of Davidson Connect across Wealth Management
Prepare and validate data for implementation
Assist branches with testing and launch activities
Train users on CRM and core Wealth Management applications
Support CRM and other core Wealth Management applications
What you’ll need
Associate or bachelor's degree in business or related field, or equivalent work experience
Familiarity with CRM or other database applications
Proficiency in Microsoft 365 (Outlook, Teams, Word, Excel, PowerPoint)
Strong attention to detail and ability to handle repetitive work accurately and confidentially
Patient, service-minded communicator who explains technical steps in plain language
Flexible, collaborative team player; experience in client service, application support, training, or financial services preferred
Original job description
D.A. Davidson Companies is seeking a Desktop Solutions Group Specialist to support the rollout of Davidson Connect across Wealth Management. The role prepares and validates data, assists branches with testing and launches, trains users, and supports CRM and other core Wealth Management applications.Associate or bachelor's degree in business or a related…