Client Services Associate - Financial Services

D.A. Davidson; Pendleton (OR); On-site; USD 27,552 - 35,817; Part time

Benefits offered by this job

Employee ownership

Equal opportunity employer

Job summary

D.A. Davidson in Pendleton, OR is seeking a part-time Client Associate to work alongside Financial Professionals, delivering excellent client service and support.

You will help with account maintenance, client inquiries, and regulatory paperwork; opportunity to pursue the SIE and FINRA exams (Series 7/66) and grow in financial services. The role emphasizes accuracy, communication, and teamwork in a friendly, employee-owned environment.

Qualifications

• SIE and FINRA Series 7/66 exams planned, with Series 63/65 option.
• High school graduate; post-secondary education or relevant experience preferred.
• Solid tech skills: Word, Excel, Outlook; eagerness to learn new technologies.
• Proven ability to build client relationships with strong communication and problem-solving.
• Strong attention to detail and ability to handle semi-advanced math.
• Ability to manage multiple demands in a deadline-driven environment.

Responsibilities

• Provide extraordinarily professional and courteous client service handling requests and account maintenance.
• Review, maintain, and process account documents and information; resolve complex issues.
• Assist with crafting financial plans for current and prospective clients.
• Develop and implement periodic client mailings, communications and events.
• Facilitate transfer of client funds and/or securities and issue checks as requested.
• Seek to innovate and streamline processes.
• Provide general support including phone, correspondence, appointments and filing.
• Adhere to branch, firm and compliance policies and regulations.

Skills

SIE Exam

Series 7 Exam

Series 66/63/65 Exam

Tech skills (Word, Excel, Outlook)

Communication

Attention to detail

Multi-tasking

Education

High school diploma

Job description

D.A. Davidson in Pendleton, OR is seeking a part-time Client Associate to work alongside Financial Professionals, delivering excellent client service and support.

You will help with account maintenance, client inquiries, and regulatory paperwork; opportunity to pursue the SIE and FINRA exams (Series 7/66) and grow in financial services. The role emphasizes accuracy, communication, and teamwork in a friendly, employee-owned environment.