Client Associate

D.A. Davidson Companies is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Carlsbad, CA branch. In this team-critical role, you will work alongside Financial Professionals to provide excellent client service and support.

Requirements

• Eager to advance and grow in the Financial Services Industry
• High school graduate. Post-secondary education, or comparable work experience preferred
• Solid technology skills (Microsoft Word, Excel and Outlook) and the desire to learn and leverage innovative technologies to optimize the client experience
• Proven ability to build client/customer relationships including excellent communication (written and verbal) and problem-solving skills
• Strong attention to detail and accuracy including the ability to accurately perform semi-advanced math
• Ability to successfully handle multiple demands and competing priorities in a deadline-oriented environment

Benefits

• Medical, Dental and Vision
• Company 401(k) and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work