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Client Associate at D.A. Davidson - ApplyBlast

Client Associate

D.A. Davidson

7 months ago

3.4 on Glassdoor

Great Falls, MT

Onsite

Full Time

Junior

0 applicants

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About this role

D.A. Davidson, an employee-owned financial services firm, is seeking a detail-oriented Client Associate for their Great Falls, MT branch. The role involves supporting financial professionals by providing excellent client service, handling account maintenance, and assisting with financial planning and transactions. It offers opportunities for career growth in the financial services industry within a supportive and ethical environment.

Skills

About D.A. Davidson

dadavidson.com

Headquarters

Great Falls, Montana, United States

Company Size

1001-5000 employees

Founded

1935

View Profile

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.