Client Services & Financial Planning Associate

Dadavidson; Gillette (WY); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, Dental and Vision

Company 401(k) and ESOP contribution

Paid holidays

Job summary

D.A. Davidson is seeking a sharp, detail-oriented Client Associate to join our team, working with Financial Professionals to deliver outstanding client service. This role offers growth in a premier, employee-owned environment with strong development opportunities.

You will support account maintenance, document review, and the preparation of client plans, while assisting in events and communications. This position emphasizes accuracy, teamwork, and regulatory compliance.

Qualifications

• High school diploma or equivalent; post-secondary education preferred.
• Strong communication and problem-solving skills.
• Solid technology skills (Word, Excel, Outlook) and eagerness to learn tech.
• Ability to manage multiple priorities in a deadline-driven environment.

Responsibilities

• Provide professional client service handling requests, account maintenance, and regulatory communications.
• Process client documents and resolve complex account issues.
• Assist in crafting financial plans for current and prospective clients.
• Coordinate client mailings, communications, and events.
• Facilitate transfers of funds and securities and check issuance on request.
• Support branch operations and adhere to policies.

Skills

Client service

Communication skills

Attention to detail

Math proficiency

Technology literacy (MS Word, Excel, (

Education

High school diploma or equivalent

Post-secondary education preferred

Job description

D.A. Davidson is seeking a sharp, detail-oriented Client Associate to join our team, working with Financial Professionals to deliver outstanding client service. This role offers growth in a premier, employee-owned environment with strong development opportunities.

You will support account maintenance, document review, and the preparation of client plans, while assisting in events and communications. This position emphasizes accuracy, teamwork, and regulatory compliance.