Client Associate
D.A. DavidsonKlamath Falls, Oregon, United States
Posted May 5, 2026
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 is seeking a Client Associate to provide outstanding client service and support. The role involves working collaboratively with Financial Professionals to advance client financial well-being. The company offers a friendly and supportive culture, with opportunities for growth and development.
Requirements
- Eager to advance and grow in the Financial Services Industry
- High school graduate or comparable work experience, with post-secondary education preferred
- Solid technology skills, including Microsoft Word, Excel, and Outlook
- Proven ability to build client relationships, with excellent communication and problem-solving skills
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
- Discounted personal insurance
- Charitable gift-matching program