{"schemaVersion":"jobsearcher.job.v1","id":"f810ad2fa4c91d0dc93cb3de","url":"https://jobsearcher.com/jobs/f810ad2fa4c91d0dc93cb3de","canonicalUrl":"https://jobsearcher.com/jobs/f810ad2fa4c91d0dc93cb3de","title":"Client Associate","description":"D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our team. In this team-critical role, you will work alongside Financial Professionals to provide outstanding client service and support. This is an outstanding opportunity to advance your career in the financial services industry in an environment of continual growth and development.\r\nIf you have a passion for creating an exceptional client experience, enjoy working collaboratively as part of a team and relish detail and accuracy, we want to hear from you!\r\nPrimary Qualifications\r\nEager 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]).\r\nHigh school graduate or comparable work experience. Post-secondary education preferred.\r\nSolid technology skills (Microsoft Word, Excel and Outlook) and the desire to learn and leverage innovative technologies to optimize the client experience.\r\nProven ability to build client/customer relationships including excellent communication (written and verbal) and problem-solving skills.\r\nStrong attention to detail and accuracy including the ability to accurately perform semi-advanced math.\r\nAbility to successfully handle multiple demands and competing priorities in a deadline-oriented environment.\r\nPrimary Duties\r\nProvide extraordinarily professional and courteous client service managing client requests, account maintenance and effectively articulating certain requirements in a regulatory environment.\r\nReview, maintain and process account documents and information as well as solve complex issues and assignments related to client accounts and transactions including suspicious activity.\r\nAssist with crafting comprehensive financial plans for current and prospective clients.\r\nAssist in developing and implementing periodic client mailings, communications and events.\r\nFacilitate the transfer of client funds and/or securities and the issuance of checks upon request.\r\nSeek to innovate and streamline processes.\r\nProvide general support, including but not limited to phone, correspondence, appointments, filing and other projects as assigned.\r\nAdherence to all branch, firm and compliance policies, procedures, rules and regulations.\r\nOther projects and duties as assigned.\r\nWhat we offer\r\nCompetitive salary plus excellent benefits and perks including, but not limited to:\r\nMedical, Dental and Vision\r\nCompany 401(k) and ESOP contribution\r\nGenerous sick, vacation, and maternity/parental leave\r\nPaid holidays\r\nProfessional Development Opportunities\r\nTuition Reimbursement ($15,000 lifetime cap)\r\nDiscounted personal insurance including home, auto and recreational vehicles\r\nCharitable gift-matching program\r\nDavidson Day of Giving – Our tradition of positively impacting communities in which we live and work.\r\nEqual Opportunity Employment\r\nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\r\nJ-18808-Ljbffr","company":"Dadavidson","rawCompany":"dadavidson","city":"Bozeman","state":"MT","isRemote":false,"isActive":false,"createdAt":"2026-07-16T02:02:29.725Z","occupations":[{"code":"43-4011.00","title":"Brokerage Clerks","slug":"brokerage-clerks"},{"code":"43-3099.00","title":"Financial Clerks, All Other","slug":"financial-clerks-all-other"},{"code":"41-3031.00","title":"Securities, Commodities, and Financial Services Sales Agents","slug":"securities-commodities-and-financial-services-sales-agents"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"},{"code":"523991","title":"Trust, Fiduciary, and Custody Activities","slug":"trust-fiduciary-and-custody-activities"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Client Associate","description":"D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our team. In this team-critical role, you will work alongside Financial Professionals to provide outstanding client service and support. This is an outstanding opportunity to advance your career in the financial services industry in an environment of continual growth and development.\r\nIf you have a passion for creating an exceptional client experience, enjoy working collaboratively as part of a team and relish detail and accuracy, we want to hear from you!\r\nPrimary Qualifications\r\nEager 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]).\r\nHigh school graduate or comparable work experience. Post-secondary education preferred.\r\nSolid technology skills (Microsoft Word, Excel and Outlook) and the desire to learn and leverage innovative technologies to optimize the client experience.\r\nProven ability to build client/customer relationships including excellent communication (written and verbal) and problem-solving skills.\r\nStrong attention to detail and accuracy including the ability to accurately perform semi-advanced math.\r\nAbility to successfully handle multiple demands and competing priorities in a deadline-oriented environment.\r\nPrimary Duties\r\nProvide extraordinarily professional and courteous client service managing client requests, account maintenance and effectively articulating certain requirements in a regulatory environment.\r\nReview, maintain and process account documents and information as well as solve complex issues and assignments related to client accounts and transactions including suspicious activity.\r\nAssist with crafting comprehensive financial plans for current and prospective clients.\r\nAssist in developing and implementing periodic client mailings, communications and events.\r\nFacilitate the transfer of client funds and/or securities and the issuance of checks upon request.\r\nSeek to innovate and streamline processes.\r\nProvide general support, including but not limited to phone, correspondence, appointments, filing and other projects as assigned.\r\nAdherence to all branch, firm and compliance policies, procedures, rules and regulations.\r\nOther projects and duties as assigned.\r\nWhat we offer\r\nCompetitive salary plus excellent benefits and perks including, but not limited to:\r\nMedical, Dental and Vision\r\nCompany 401(k) and ESOP contribution\r\nGenerous sick, vacation, and maternity/parental leave\r\nPaid holidays\r\nProfessional Development Opportunities\r\nTuition Reimbursement ($15,000 lifetime cap)\r\nDiscounted personal insurance including home, auto and recreational vehicles\r\nCharitable gift-matching program\r\nDavidson Day of Giving – Our tradition of positively impacting communities in which we live and work.\r\nEqual Opportunity Employment\r\nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\r\nJ-18808-Ljbffr","datePosted":"2026-07-16T02:02:29.725Z","dateModified":"2026-07-16T02:02:29.725Z","hiringOrganization":{"@type":"Organization","name":"Dadavidson","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Bozeman","addressRegion":"MT","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"f810ad2fa4c91d0dc93cb3de"},"url":"https://jobsearcher.com/jobs/f810ad2fa4c91d0dc93cb3de"}}