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Client Associate at D.A. Davidson | Gillette, WY

On-site Full-time

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Experience Level

Entry Level

Qualifications

Primary Qualifications:• Desire for career advancement in the Financial Services Industry—including opportunities to complete the Securities Industry Essentials (SIE) and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 or Series 63/65).• High school diploma or equivalent work experience; post-secondary education is preferred.• Proficient technology skills (Microsoft Word, Excel, and Outlook) and eagerness to learn and utilize new technologies to enhance the client experience.• Demonstrated ability to cultivate client relationships with excellent communication (both written and verbal) and problem-solving skills.• Strong attention to detail and accuracy, including the capacity to perform semi-advanced mathematical functions.• Proficiency in managing multiple tasks and priorities in a deadline-driven environment.

About the job

D. A. Davidson Companies, an employee-owned financial services firm with a history spanning over 90 years, is hiring a Client Associate in Gillette, WY. The company is known for its commitment to integrity, ethics, and strong service to both clients and colleagues. Collaboration, open communication, and support are central to the workplace culture, with an emphasis on personal and professional growth and giving back to local communities.

Role overview

The Client Associate will work closely with Financial Professionals to deliver reliable client service and operational support. This role is a good fit for someone who values teamwork, accuracy, and is interested in building a career in the financial services sector.

Key responsibilities

  • Support Financial Professionals in daily client service activities
  • Assist with account administration and operational tasks
  • Help ensure clients receive timely and accurate information
  • Foster positive relationships with clients and colleagues

Requirements

  • Strong attention to detail
  • Motivation to deliver excellent client experiences
  • Ability to work well in a team setting
  • Interest in developing a career in financial services

Location

This position is based in Gillette, WY.

About D.A. Davidson Companies

D. A. Davidson Companies is a reputable, independent financial services firm that has been employee-owned for over 90 years. Our commitment to ethical conduct, excellence in service, and community involvement sets us apart in the industry.

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