Teams at D.A. Davidson Companies

As a Client Associate, you will support Financial Professionals by managing client requests, processing account documents, providing detailed client service, and assisting with financial plans and communications.

The Client Associate supports Financial Professionals by providing exceptional client service, maintaining accounts, solving issues, and assisting with financial plans while adhering to compliance regulations.

The Client Associate will support financial advisers by providing client service, managing accounts, and assisting in investment research and reports.