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Registered Client Associate at D.A. Davidson - ApplyBlast

Registered Client Associate

D.A. Davidson

3 months ago

3.4 on Glassdoor

Seattle, WA

Onsite

Full Time

Junior

1 applicant

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About this role

D.A. Davidson is seeking a Registered Client Associate to support financial advisors with client account administration, trade entry, and document processing in a regulatory environment. The role requires strong attention to detail, excellent client service skills, and the ability to manage multiple priorities while maintaining confidentiality. Candidates will assist in developing financial plans and executing transactions including stocks, bonds, and options.

Responsibilities

Process account documents and monitor client transactions for suspicious activity
Enter buy and sell orders for stocks, bonds, options, and mutual funds
Assist financial advisors in developing comprehensive client financial plans
Provide administrative support including correspondence and appointment scheduling
Maintain strict confidentiality regarding client and firm information

Skills

Qualifications

Series 7 LicenseSeries 66 LicenseSIE CertificationSeries 63 LicenseSeries 65 License

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.