Client Services Associate - Financial Advisory Support

Dadavidson; Walla Walla (WA); On-site; USD 31,000 - 37,000; Full time

Benefits offered by this job

Medical, dental and vision

401(k) and ESOP contribution

Paid holidays

Professional development opportunities

Tuition reimbursement

Discounted personal insurance

Davidson Day of Giving

Job summary

D.A. Davidson is seeking a detail-oriented Client Associate at the Walla Walla, WA branch to support Financial Professionals and deliver excellent client service.

You will handle account maintenance, inquiries, and regulatory communications while building client relationships and contributing to the growth of client assets and financial plans. Training and advancement opportunities are available.

Qualifications

• Solid communication skills (written and verbal) and relationship-building abilities.
• Strong attention to detail and accuracy, including semi-advanced math.
• Willingness to advance in financial services and pursue industry exams.

Responsibilities

• Provide professional client service managing client requests and account maintenance.
• Review and process account documents and information; resolve complex client issues.
• Assist in crafting comprehensive financial plans for clients.

Skills

Customer relationships

Communication (verbal/written)

Attention to detail

Multi-tasking

Tech skills (Word/Excel/Outlook)

Education

High school diploma

Job description

D.A. Davidson is seeking a detail-oriented Client Associate at the Walla Walla, WA branch to support Financial Professionals and deliver excellent client service.

You will handle account maintenance, inquiries, and regulatory communications while building client relationships and contributing to the growth of client assets and financial plans. Training and advancement opportunities are available.