Client Services & Financial Planning Associate
Doist
D.A. Davidson Companies in Lake Oswego, OR is seeking an exceptional Client Associate to join a dynamic, high-producing team. This role requires outstanding attention to detail, the ability to balance multiple requests, and superior client service with strict confidentiality. Ideal candidates have licensing in SIE/Series exams, 2+ years as a Registered Client Associate, and strong computer skills (Word, Excel, Outlook) plus familiarity with Thomson ONE, Envestnet, CRM, and Money Guide Pro. #J-18808-Ljbffr Doist
Vacancy posted 12 hours ago
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