Client Associate
D.A. DavidsonWinchester, Virginia, United States
Posted April 10, 2026
Full Time
About the Company
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years.
Job Description
D.A. Davidson Companies is an independent, employee-owned company seeking a Client Associate to provide excellent client service and support in the financial services industry.
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)
- Proven ability to build client/customer relationships
- Strong attention to detail and accuracy
- Ability to successfully handle multiple demands and competing priorities
Benefits
- Competitive salary
- 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
- Charitable gift-matching program
- Davidson Day of Giving