Client Services Associate – Finance

D.A. Davidson; Medford (OR); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical, Dental and Vision

Company 401(k) and ESOP

Paid holidays

Sick, vacation and parental leave

Professional Development Opportunities

Tuition Reimbursement ($15,000 cap)

Discounted personal insurance

Job summary

D.A. Davidson is seeking a Client Associate in our Medford, OR branch. You will work with Financial Professionals to deliver exceptional client service, support account maintenance, and assist with financial planning activities.

Strong communication and attention to detail are essential as you handle inquiries and complex transactions in a collaborative team environment. This role offers growth in a reputable, employee-owned firm with comprehensive benefits and opportunities for certification

Qualifications

• Excellent client service and communication skills.
• Detail orientation and accuracy in handling accounts.
• Ability to manage multiple tasks in a deadline-driven environment.
• Willingness to complete securities exams (SIE, Series 7/66/63/65 as applicable).

Responsibilities

• Provide professional client service for account requests and maintenance.
• Review and process account documents and information; resolve complex issues.
• Assist in crafting financial plans for clients.
• Coordinate client mailings, communications and events.
• Facilitate transfer of funds and/or securities; issue checks as requested.
• Seek opportunities to improve and streamline processes.
• Provide general support including phone, correspondence and appointments.
• Adhere to branch, firm and regulatory policies.

Skills

Client service

Communication

Problem solving

Attention to detail

Multitasking

Tech proficiency

Education

High school diploma or equivalent

Tools

Microsoft Word

Excel

Outlook

Job description

D.A. Davidson is seeking a Client Associate in our Medford, OR branch. You will work with Financial Professionals to deliver exceptional client service, support account maintenance, and assist with financial planning activities.

Strong communication and attention to detail are essential as you handle inquiries and complex transactions in a collaborative team environment. This role offers growth in a reputable, employee-owned firm with comprehensive benefits and opportunities for certification