Client Associate - Financial Services | Growth & ESOP

D.A. Davidson Companies; Everett (WA); On-site; USD 36,000 - 43,000; Full time

Benefits offered by this job

Medical, Dental and Vision

Company 401(k) and ESOP contribution

Generous leave and holidays

Tuition reimbursement

Job summary

D.A. Davidson Companies is seeking a motivated Client Associate to join its Everett, WA office. In this role you will work with Financial Professionals to deliver exceptional client service and support, helping to maintain accounts and assist with financial planning for clients.

The position emphasizes accuracy, strong communication, and a collaborative team environment. Training opportunities include SIE/Series exams, with a pathway to growth in financial services.

Qualifications

• Prepare for Securities Industry Essentials (SIE) and FINRA exams.
• Completion of high school or equivalent is preferred.
• Solid technology skills and willingness to learn new tools.
• Excellent written and verbal communication and problem-solving skills.
• Attention to detail and accuracy in numbers and documents.
• Ability to manage multiple tasks in a deadline-driven environment.

Responsibilities

• Deliver professional client service for account maintenance and enquiries in a regulated setting.
• Review and process client documents and information, resolving complex account issues.
• Assist in developing financial plans for clients.
• Support client communications and events.
• Facilitate transfer of funds and checks on request.
• Identify opportunities to streamline processes and improve efficiency.
• Provide general branch support and adhere to policies and regulations.
• Take on additional projects as assigned.

Skills

SIE and Series 7 readiness

Strong communication

Detail orientation

Multi-tasking

Client service

Tech skills (Word, Excel, Outlook)

Education

High school diploma

Tools

Microsoft Word

Excel

Outlook

Job description

D.A. Davidson Companies is seeking a motivated Client Associate to join its Everett, WA office. In this role you will work with Financial Professionals to deliver exceptional client service and support, helping to maintain accounts and assist with financial planning for clients.

The position emphasizes accuracy, strong communication, and a collaborative team environment. Training opportunities include SIE/Series exams, with a pathway to growth in financial services.