Client Associate

D.A. Davidson(9 days ago)

South Jordan, UTOnsiteFull TimeTrainee$0 - $0Financial Services

About this role

D.A. Davidson is seeking a detail-oriented Client Associate to join their South Jordan, UT branch. The role involves supporting Financial Professionals and providing excellent client service, with opportunities for career growth within the financial services industry.

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Required Skills

Client Service
Account Management
Financial Planning
Communication
Problem Solving
Microsoft Word
Excel
Outlook
Regulatory Compliance
Financial Transactions

About D.A. Davidson

dadavidson.com

D.A. Davidson is a U.S.-based financial services firm that provides wealth management, brokerage, investment banking, capital markets, and trust services to individuals, families, businesses, and municipalities. The firm offers personalized financial planning, portfolio management, equity and fixed‑income trading, and middle‑market advisory and underwriting services. Known for a client‑focused, regional‑to‑national footprint and an employee‑owned culture, D.A. Davidson emphasizes long‑term relationships, independent research, and tailored capital solutions.

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