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Client Associate at D.A. Davidson - ApplyBlast

Client Associate

D.A. Davidson

7 months ago

3.4 on Glassdoor

Omaha, NE

Onsite

Full Time

Junior

0 applicants

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About this role

D.A. Davidson is seeking a dedicated and detail-oriented Client Associate to support financial professionals by providing excellent client service, investment research assistance, and account management in their Omaha, NE branch. The role involves handling client requests, maintaining records, preparing reports, and leveraging technology tools to support the team.

Skills

Qualifications

High School Diploma

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.