Client Associate
D.A. DavidsonGreat Falls, Montana, United States
Posted March 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 Companies is an independent, employee-owned company seeking a Client Associate to join its Great Falls, MT branch. The successful candidate will provide excellent client service and support, working collaboratively as part of a team and leveraging innovative technologies to optimize the client experience.
Requirements
- High school graduate with post-secondary education or comparable work experience
- Solid technology skills, including Microsoft Word, Excel, and Outlook
- Proven ability to build client/customer relationships, excellent communication and problem-solving skills
- Strong attention to detail and accuracy, ability to accurately perform semi-advanced math
- Ability to 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