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Client Associate at D.A. Davidson - ApplyBlast

Client Associate

D.A. Davidson

1 day ago

3.4 on Glassdoor

Everett, Washington, 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 Everett, WA branch, where you will work alongside Financial Professionals to provide excellent client service and support. This role offers an outstanding opportunity to advance your career in the financial services industry within an environment of continual growth and development. The position involves managing client requests, account maintenance, and supporting the creation of comprehensive financial plans.

Responsibilities

Provide professional client service and manage account maintenance
Review and process account documents and resolve complex issues
Assist with 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.