Client Associate
D.A. Davidson(22 hours ago)
About this role
D.A. Davidson is seeking a detail-oriented Client Associate to support financial professionals in providing excellent service to clients at their Aberdeen, WA branch. The role offers opportunities for career growth within the financial services industry and involves client support, account management, and compliance adherence.
Required Skills
- Client Service
- Account Management
- Finance
- Regulatory Compliance
- Microsoft Excel
- Microsoft Word
- Microsoft Outlook
- Financial Planning
- Problem Solving
- Communication
About D.A. Davidson
dadavidson.comD.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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