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Registered Client Associate at D.A. Davidson - ApplyBlast

Registered Client Associate

D.A. Davidson

2 months ago

3.4 on Glassdoor

Lake Oswego, Oregon, United States

Onsite

Full Time

Junior

0 applicants

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About this role

The Registered Client Associate provides professional client service and administrative support to financial advisors in the Lake Oswego office, handling account documentation, trade entry, and client communications while ensuring compliance with regulatory and firm policies. The role requires strong attention to detail, knowledge of securities products, and the ability to manage multiple priorities in a deadline‑driven environment.

Responsibilities

Provide professional and courteous client service
Review, maintain and process account documents and transactions
Assist financial advisors with comprehensive financial plans and client communications

Skills

Qualifications

Securities Industry Essentials (SIE)FINRA Series 7Series 66

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.