Financial Services Advisor Support Associate
D.A. Davidson
D.A. Davidson in Lake Oswego, OR is seeking an exceptional Registered Client Associate to join a dynamic, high-producing team. This role requires outstanding attention to detail, client service, and integrity with respect to confidential information. You will review documents, support financial planning with advisors, process transfers and trades, and ensure compliance with policies while delivering superior service to clients. #J-18808-Ljbffr D.A. Davidson
Vacancy posted 3 days ago
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