D.A. Davidson

Client Associate

Pendleton, OR · Part-time

Sponsorship not specifiedDetected 7 days ago

ExcelCommunicationProblem SolvingMicrosoft Office

About the role

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.

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 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. Post-secondary education, or comparable work experience 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.

High school graduate.
Ability to successfully handle multiple demands and competing priorities in a deadline-oriented environment.
Provide extraordinarily professional and courteous client service managing client requests, account maintenance and effectively articulating certain requirements in a regulatory environment.
Other projects and duties as assigned.
D.A. Davidson has been in business for 90 years!
As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets.

Assist with crafting comprehensive financial plans for current and prospective clients.
Facilitate the transfer of client funds and/or securities and the issuance of checks upon request.
Seek to innovate and streamline processes.
Adherence to all branch, firm and compliance policies, procedures, rules and regulations.

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

This listing is sourced directly from D.A. Davidson's careers page and normalized into a canonical job model.