Client Associate

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values.

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
• Discounted personal insurance
• Charitable gift-matching program