Client Services Associate - Financial Firm
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D.A. Davidson Companies in Omaha, NE is seeking a motivated Client Associate to deliver exemplary client service and support alongside Financial Professionals. This role emphasizes relationship-building, accuracy, and efficient handling of client requests in a busy, multi-task environment. The position requires strong communication, detail-orientation, and the ability to manage multiple priorities. Licensure targets include SIE and Series 7/66, with licensing tests expected within 120 days where #J-18808-Ljbffr Socket.dev
Vacancy posted 4 days ago
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