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The Client Associate will support Financial Professionals, manage client requests, maintain account documents, assist in financial planning, and ensure compliance with regulations.

Assist in preparation of proposals for investment banking, analyze client goals, prepare bond documents, research financial trends, and maintain databases.

Support Financial Professionals by providing exceptional client service, managing account documents, and assisting with financial plans and communications.

As a Client Associate, you will provide exceptional client service, manage account information, support operational tasks, and assist in client communications in a financial services environment.

The Customer Reporting Associate maintains client account information, supports performance reporting, and participates in monthly statement production. Responsibilities include updating cost basis, managing reports, and ensuring accurate activity details for client accounts.

The Operations Associate will manage client accounts, ensuring accuracy and organization, and assist with documentation and workflow processes.

The internship offers students hands-on experience in wealth management, working alongside financial advisors and participating in organizational activities, while preparing for the SIE exam.

The internship involves developing skills in wealth management, working with financial advisors, participating in networking opportunities, and preparing for the FINRA SIE exam.

As a Wealth Management Research Intern, you will assist a research team in portfolio analysis, investment due diligence, and creating market commentary, while also supporting the D.A. Davidson Student Investment Program.

Interns work with experienced Financial Advisors to learn wealth management, gain hands-on experience, and build professional networks over a 9-week program.