Description
D.A. Davidson Companies is hiring a Client Associate for its Omaha, Nebraska branch to provide professional client service and support to financial professionals. The role involves managing client requests, reviewing and processing account documents, solving account and transaction issues, assisting with financial planning, supporting client communications and events, facilitating fund and securities transfers, and maintaining compliance with branch, firm, and regulatory policies. Candidates should have strong communication, problem-solving, accuracy, technology, and multitasking skills; SIE and Series 7/66 licensing or the ability to pass those exams within 120 days of hire is preferred or required. The position offers a competitive salary, medical, dental, and vision benefits, retirement contributions, paid leave, professional development, and tuition reimbursement.
