D.A. Davidson

D.A. Davidson

Wealth management and financial advisory services

Computer Support Specialist

Full-Time
$28 - $32/hr
Mid
Bachelor's
Claremont, CA, USA
In Person

About the job

Requirements
  • Working knowledge of the service desk system, phone system, supporting business applications, workflows, and processes.
  • Proficient knowledge of basic computer hardware.
  • A Bachelor's degree in a field of specialty or equivalent IT Support experience.
  • Proficient computer skills and knowledge of software packages and their applications, including Microsoft Office and Microsoft operating systems.
  • Ability to communicate technical directions clearly, both in person and over the phone, to people with a wide variety of technical expertise.
  • Customer service skills and the ability to work successfully with a variety of personalities and management levels.
  • Familiarity with department policies, processes, and procedures.
  • Ability to work a variety of shifts.
  • Ability to safely lift and carry up to 35 pounds.
  • Experience working in a team-oriented, collaborative environment.
  • Ability to triage issues and identify when escalation is necessary.
  • Problem-solving and critical-thinking skills.
  • Maintain, or obtain within one year of the start date, ITIL Foundation certification.
  • Commitment to maintaining client confidentiality and data security.
  • Ability to work proactively with external and internal clients in a professional manner.
  • Ability to maintain regular, predictable attendance.
Responsibilities
  • Respond to, resolve, and escalate incidents or requests, both in person and over the phone, in a timely manner.
  • Attain performance goals set by management for resolving incidents.
  • Remain logged into the support queue, provide escalation support, and deliver satisfactory customer service.
  • Troubleshoot and assist employees with computers, peripherals, applications, and security credentials.
  • Evaluate computer and computer-system workload and capacity to determine the feasibility of expanding or enhancing capabilities or performance, and recommend improvements to IT management.
  • Support business applications, including patching, testing, software licensing tracking, installation, upgrades, application training, end-user training, performance monitoring, vendor coordination, budgeting, and documentation.
  • Support the computer life cycle and office technology, including patching, imaging, deployment, user-profile transfers, evaluation, security, inventory maintenance, printer-support agreements, vendor coordination, documentation, and resolution of escalated operating-system, core-application, or hardware incidents.
  • Work with management to improve technical proficiency, support skills, and customer-service skills; identify and complete technical training and certifications; and develop trackable work or career goals.
  • Learn and adhere to company policies and procedures, attend scheduled policy or training sessions, and recommend changes to IT procedures to improve productivity or reduce costs.
  • Adhere to and educate users on cybersecurity best practices, including credential management, phishing and malicious-threat vigilance, and physical security measures.
  • Manage time to adhere to service-level agreements while maintaining service excellence.
  • Use ITSM tools and ticketing systems to track work and contribute to a shared knowledge base.
  • Utilize ITIL best practices.
  • Use and improve existing tools, services, and procedures.

About the company

D.A. Davidson & Co. is a financial services firm that provides personalized wealth management and financial advisory support to individuals, families, and businesses in the United States. Its offerings include investment management, financial planning, and trust services, all delivered through a research-based approach that aims to tailor portfolios to each client’s goals. Revenue comes from advisory and asset management fees as well as commissions on financial products. The firm differentiates itself by combining customized, one-on-one guidance with a broad suite of services that cover investments, planning, and trust administration, serving a diverse client base from individuals to business owners. Its goal is to help clients align their portfolios with their financial objectives, protect and grow their wealth, and achieve long-term financial security through disciplined, evidence-based guidance.

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Great Falls, Montana

Founded

2014

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Simplify Jobs

Simplify's Take

What believers are saying

  • Gary Morabito joined technology ECM in February 2026, strengthening capital-markets coverage.
  • July and August 2026 mandates for Secturion and Literati show active deal momentum.
  • Palm Desert, Richmond, and Northern Indiana openings expand wealth-management distribution in 2026.

What critics are saying

  • Legacy supervisory failures keep regulatory and reputational risk visible in 2026.
  • Office expansion in Indiana, Virginia, and California raises fixed costs before fee capture.
  • Advisor departures to competitors can hollow out wealth management during 2026 hiring sprees.

What makes D.A. Davidson unique

  • Employee-owned since 1935, D.A. Davidson blends wealth, banking, and trust services.
  • Its middle-market focus spans industrials, distribution, business services, retail, and technology.
  • Research-driven advisors pair personalized wealth planning with capital markets and M&A execution.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Company Match

Paid Vacation

Paid Sick Leave

Paid Holidays

Professional Development Budget

Tuition Reimbursement

Employee Discounts

Company Social Events

Company News

PYMNTS
May 19th, 2025
Home Depot Sales Could Soften Due To Tariffs

One of Home Depot’s critical sales metrics is expected to slow when it reports earnings. That’s according to a report Monday (May 19) from Bloomberg News, citing a survey of analysts who say the home improvement retailer’s comparable sales are projected to soften. The report noted that investors will gauge the company’s results as an indicator of how tariff concerns and declining consumer sentiment may affect the housing market. “There’s more risk to the numbers than we would’ve thought at the beginning of the year,” said Michael Baker, an analyst for D.A. Davidson. “I would not be surprised if it takes a little bit of a step back.”

GeekWire
Mar 11th, 2025
Zillow Responds To Rocket’S Planned $1.75B Acquisition Of Redfin

(Zillow Image)Rocket Companies’ planned $1.75 billion acquisition of Seattle-based brokerage Redfin sparked questions about a potential competitive threat to fellow Seattle real estate company Zillow Group, another key player in the digital real estate arena. Rocket, the nation’s largest mortgage lender, has ambitions to become more of a comprehensive platform for home ownership, including researching and looking at listings, said Tom White, a senior equity research analyst with D.A. Davidson.The acquisition of Redfin could accelerate that strategy, but it’s too early to say whether the deal will materially threaten Zillow’s leadership of online home search, White said.Zillow is far and away the largest online real estate portal as measured by traffic.Bobby Mollins, director of internet research at Gordon Haskett, doesn’t think Rocket’s acquisition of Redfin will impact Zillow. He pointed to web traffic trends in recent years — Redfin reported a 3% drop in site traffic, to 42.6 million average monthly users, in its Q4 recent earnings report. Zillow, meanwhile, reported a 3% increase in traffic to 204 million monthly unique users. There is also risk that the integration of Redfin into Rocket doesn’t go according to plan, which could cause Redfin to lose both web traffic and market share, Mollins noted

GeekWire
Feb 24th, 2025
Could Zillow Buy Redfin? New Rentals Partnership Brings Real Estate Rivals Closer Together

(Photos via Bigstock, Redfin)Zillow Group and Redfin are long-time competitors. So when the Seattle-based real estate technology giants announced a key partnership earlier this month, it got us thinking: could the companies join forces in a bigger way in the future?Zillow is paying Redfin $100 million upfront as part of a new licensing deal that makes Zillow the exclusive provider of multifamily rental listings on Redfin and its subsidiaries, Rent.com and ApartmentGuide.com.The partnership helps Zillow invest deeper into its rentals business, which it estimates could be a billion-dollar or more revenue opportunity.Redfin, which is laying off 450 employees as part of the deal, will get additional revenue from leads generated via its network of sites. “We’re very excited about the partnership with Redfin,” Zillow CEO Jeremy Wacksman said on the company’s Feb. 11 earnings call. “We’re very similar mission companies. We’re trying to digitize the industry and turn on the lights

PYMNTS
May 23rd, 2024
Big Tech Companies Invest Billions In Ai Infrastructure Abroad

Big Tech companies have reportedly been increasing their investments in artificial intelligence (AI) infrastructure, with a particular focus on expanding their presence in international markets. Microsoft and Amazon have already allocated over $40 billion combined for AI-related and data center projects worldwide this year, the Wall Street Journal (WSJ) reported Thursday (May 23). Microsoft has outlined plans to invest over $16 billion in various countries, including France, Germany, Japan, Malaysia, Spain and Indonesia, the report said. Similarly, Amazon has earmarked investments of $15 billion in Japan, $9 billion in Singapore, $5 billion in Mexico and $1.3 billion in France

Business Wire
May 6th, 2024
D.A. Davidson Hires Gary Morabito To Lead Technology Equity Capital Markets

NEW YORK--(BUSINESS WIRE)--D.A. Davidson Co. announced that Gary Morabito has joined the Equity Capital Markets Group as Managing Director. In this new role, Morabito will work across Capital Markets, Investment Banking, Institutional Research, Sales and Trading, Davidson Engage (DEN), and Sponsor Coverage to bring the firm’s full-service platform to its technology clients. “Technology is one of the most active sectors for overall capital markets activity and one of our largest industry groups,” said Rory McKinney, President of D.A. Davidson Equity Capital Markets