Client Associate - Growth Path in Financial Services

D.A. Davidson; Klamath Falls (OR); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical, Dental and Vision

401(k) and ESOP contribution

Paid holidays

Tuition Reimbursement

Charitable gift-matching program

Generous sick and vacation leave

Job summary

D.A. Davidson, located in Klamath Falls, Oregon, is seeking a motivated and detail-oriented Client Associate. In this role, you will support Financial Professionals by managing client requests, processing account information, and assisting in crafting financial plans. Candidates should have strong communication and problem-solving skills, a high school diploma or equivalent, and be eager to grow in the financial services industry. The position offers competitive salary and excellent benefits including medical, retirement contributions, and professional development opportunities.

Qualifications

• Eager to advance in the Financial Services Industry with opportunity for certifications.
• Proven ability to build client/customer relationships.
• Strong basic math skills to perform account-related calculations.

Responsibilities

• Provide professional client service managing requests and account maintenance.
• Review and process account documents and information.
• Assist in developing comprehensive financial plans.
• Facilitate client fund transfers upon request.
• Streamline processes for efficiency.

Skills

Client relationship management

Communication skills

Attention to detail

Problem-solving

Multi-tasking

Education

High school graduate or comparable work experience

Post-secondary education preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

D.A. Davidson, located in Klamath Falls, Oregon, is seeking a motivated and detail-oriented Client Associate. In this role, you will support Financial Professionals by managing client requests, processing account information, and assisting in crafting financial plans. Candidates should have strong communication and problem-solving skills, a high school diploma or equivalent, and be eager to grow in the financial services industry. The position offers competitive salary and excellent benefits including medical, retirement contributions, and professional development opportunities.