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Client Associate at D.A. Davidson | Great Falls, MT

On-site Full-time $15K/yr - $15K/yr

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Experience Level

Entry Level

Qualifications

Primary Qualifications:• Strong desire to advance within the Financial Services Industry, with opportunities to complete the Securities Industry Essentials (SIE), FINRA General Securities Representative (Series 7) Exam, and Uniform Securities State Law Exam (Series 66 [or Series 63/65]).• High school diploma required; post-secondary education or related work experience preferred.• Proficient in technology (Microsoft Word, Excel, and Outlook) with a willingness to learn and utilize innovative technologies to enhance the client experience.• Demonstrated ability to build strong client relationships with excellent communication (both written and verbal) and problem-solving skills.• Exceptional attention to detail and accuracy, including the capability to perform semi-advanced mathematical calculations.• Capacity to manage multiple demands and competing priorities in a deadline-driven environment.

About the job

D. A. Davidson Companies is a distinguished independent, employee-owned firm with a proud legacy of 90 years. We are committed to conducting our business with the utmost integrity and ethics while delivering exceptional service to our clients and one another. Our culture is characterized by friendliness, openness, and support, fostering candid communication and productive engagement that enhance both our organization and each individual. We strive to improve our clients’ financial well-being and bolster local communities through our core value of giving back. Discover more about our impactful culture in our latest annual report.

We are currently seeking a highly motivated and detail-oriented Client Associate to join our Great Falls, MT branch. In this essential role, you will collaborate closely with Financial Professionals to deliver outstanding client service and support. This is a fantastic opportunity to advance your career in the financial services industry within a continuously evolving and supportive environment.

If you are passionate about creating exceptional client experiences, thrive in a collaborative team setting, and possess a keen eye for detail and accuracy, we invite you to apply!

About D.A. Davidson Companies

D. A. Davidson Companies is a reputable financial services firm that prides itself on its employee-owned structure and commitment to integrity, client service, and community engagement. With nearly a century of experience, we focus on fostering a culture of support and continuous improvement.

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