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Client Associate at D.A. Davidson | Omaha, NE

On-site Full-time

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Experience Level

Entry Level

Qualifications

Key Responsibilities:• Collaborate effectively with financial advisers to support investment research and due diligence processes.• Foster a collaborative team environment and excel in building strong relationships.• Demonstrate strong problem-solving skills and attention to detail in all tasks.• Prioritize and manage multiple tasks in a fast-paced, deadline-driven setting.• Exhibit a proactive approach to learning and embracing innovative technology tools.• Proficient in Microsoft Excel and comfortable with semi-advanced math. Primary Qualifications:• Proven ability to establish team relationships, with strong written and verbal communication skills.• Capacity to manage competing priorities in a deadline-oriented environment, with a strong emphasis on follow-up.• A keen interest in the investment process.• Preference will be given to candidates with valid Securities Industry Essentials (SIE) and FINRA Series 7 and Series 66 (or Series 63/65) licenses. Candidates without licenses must be willing to obtain them promptly.

About the job

D. A. Davidson Companies is a prestigious, independent, employee-owned financial services firm with a remarkable legacy of over 90 years. We pride ourselves on maintaining the highest standards of integrity and ethics, while consistently delivering exceptional service to our clients and each other. Our company culture is rooted in friendliness and support, fostering open communication and collaborative engagement that not only enhances our services but also contributes positively to our local communities. Giving back is central to our values, and we encourage you to explore our impact through our annual report.

We are currently seeking a highly motivated and detail-oriented Client Associate for our Omaha, NE branch. In this pivotal role, you will collaborate with a team of dedicated financial professionals to provide unparalleled client service and support. You will play a crucial role in assisting financial advisers with investment research, preparing comprehensive client reports, and ensuring the accuracy of account records. This is an excellent opportunity to elevate your career in the financial services sector within an environment that promotes continuous growth and professional development.

About D.A. Davidson Companies

D. A. Davidson Companies is a distinguished independent financial services firm that has been employee-owned for over 90 years. We focus on integrity and ethics, providing exceptional service while enhancing the financial well-being of our clients and contributing positively to local communities.

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