Operations Associate - Customer Reporting
D.A. Davidson
About this role
A Customer Reporting Associate manages client account information, including cost basis updates and performance reporting, and supports the production and distribution of monthly client statements. The role involves maintaining accurate activity details, coordinating with Wealth Management and Operations, and ensuring compliance with IRS regulations.
Skills
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.
Recent company news
Yahoo Finance UKDA Davidson Raises Target (TGT) PT to $140
9 hours ago
Investing.comDA Davidson raises Nature’s Sunshine stock price target on beat
17 minutes ago
MarketBeatViant Technology (NASDAQ:DSP) Earns Buy Rating from DA Davidson
2 hours ago
Business WireD.A. Davidson Acts as Exclusive Advisor to HRSoft on its Majority Investment from Gryphon Investors
3 days ago
Insider MonkeyDA Davidson Lowers its Price Target on THOR Industries, Inc. (THO) to $100 from $102 and Maintains a Neutral Rating
4 hours ago
About D.A. Davidson
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for D.A. Davidson.
Salary
$40k – $50k
per year