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Client Services Associate, Financial Services

Dadavidson

D.A. Davidson Companies in Lake Oswego, OR is seeking an exceptional individual to join a dynamic, high-performing team. The role requires outstanding attention to detail, superb client service, and strict confidentiality with respect to client and company information. Ideal candidates have SIE and FINRA Series 7 licensing, plus Series 66/63/65 eligibility or licensing, and at least two years as a Registered Client Associate. Strong tech skills and communication are essential. #J-18808-Ljbffr Dadavidson

Vacancy posted 4 days ago
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