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Client Associate at D.A. Davidson - ApplyBlast

Client Associate

D.A. Davidson

5 days ago

3.4 on Glassdoor

Medford, Oregon, United States

Onsite

Full Time

Junior

0 applicants

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About this role

D.A. Davidson is seeking a detail-oriented Client Associate to join their Medford, OR branch, working alongside Financial Professionals to provide excellent client service and support. This role offers an opportunity to advance a career in the financial services industry within a supportive and growth-oriented environment. The position involves managing client requests, account maintenance, and assisting with financial planning in a collaborative team setting.

Responsibilities

Provide professional client service and manage account maintenance
Review and process account documents and resolve complex client issues
Assist in crafting comprehensive financial plans for clients

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.