Registered Client Associate
D.A. Davidson(2 days ago)
About this role
D.A. Davidson is seeking a Registered Client Associate to support client accounts and transactions in their Lexington, SC office. The role involves providing client service, managing account documentation, and assisting financial advisors with financial plans and administrative tasks, within a high ethical and confidentiality standards environment.
Required Skills
- Microsoft Word
- Excel
- Outlook
- CRM
- Financial Planning
- Customer Service
- Account Management
- Regulatory Compliance
- Financial Products
- Math
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.
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