D.A. Davidson

D.A. Davidson

Client Associate

Klamath Falls, OR

Sponsorship not specifiedDetected 77 days ago
ExcelCommunicationProblem SolvingMicrosoft Office

About the role

  • D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years.
  • Just as we work to improve our clients' financial well-being, we also work to strengthen local communities-and giving back is one of our core values.
  • You can learn more about our company culture and impact in our latest annual report.

Responsibilities

  • Review, maintain and process account documents and information as well as solve complex issues and assignments related to client accounts and transactions including suspicious activity.
  • Assist in developing and implementing periodic client mailings, communications and events.
  • Provide general support, including but not limited to phone, correspondence, appointments, filing and other projects as assigned.
  • At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.

Requirements

  • Ability to successfully handle multiple demands and competing priorities in a deadline-oriented environment.
  • D.A. Davidson has been in business for 90 years!
  • Eager to advance and grow in the Financial Services Industry ‒ Opportunity to complete the Securities Industry Essentials (SIE) and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]).
  • High school graduate or comparable work experience. Post-secondary education preferred.
  • Solid technology skills (Microsoft Word, Excel and Outlook) and the desire to learn and leverage innovative technologies to optimize the client experience.
  • Proven ability to build client/customer relationships including excellent communication (written and verbal) and problem-solving skills.
  • Strong attention to detail and accuracy including the ability to accurately perform semi-advanced math.

Nice to have

  • High school graduate or comparable work experience.

Compensation

  • You can learn more about our company culture and impact in our latest annual report.

Benefits

  • Competitive salary plus excellent benefits and perks including, but not limited to:
  • Medical, Dental and Vision
  • Company 401(k)and ESOP contribution
  • Generous sick, vacation, and maternity/parental leave
  • Tuition Reimbursement ($15,000 lifetime cap)
  • We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status.

Equal opportunity

  • We are an equal opportunity employer and value diversity at our company.
  • Please contact us to request accommodation.
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