Registered Client Service Associate
Dadavidson
D.A. Davidson in Seattle, WA is seeking a capable Client Associate to join our high performing team. This role requires meticulous attention to detail, the ability to juggle multiple requests, and strong client service skills in a confidential environment. You will support financial advisors by handling account documents, processing transfers, and preparing comprehensive financial plans, while adhering to regulatory policies. #J-18808-Ljbffr
Vacancy posted 10 hours ago
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