Client Associate
D.A. DavidsonOmaha, Nebraska, United States
Posted August 18, 2025
Full Time
About the Company
D.A. Davidson Companies is a diversified financial services firm founded in 1935, offering a range of services including wealth management, investment banking, and capital markets. Known for its personalized approach and employee ownership model, the company leverages its research expertise and extensive network to provide high-impact solutions to clients. With seven distinct business units across the U.S., D.A. Davidson is committed to delivering strong values rooted in tradition and a deep sense of responsibility to its communities.
Job Description
D.A. Davidson Companies is a client-owned, employee-owned financial services firm seeking a motivated Client Associate. The role involves providing excellent client service, supporting financial professionals, and ensuring adherence to company policies and regulations. The firm emphasizes integrity, ethical business practices, and a supportive work environment.
Requirements
- Eager to advance in the Financial Services Industry
- High school graduate or comparable work experience
- Solid technology skills (Microsoft Word, Excel, Outlook)
- Strong attention to detail and accuracy
- Ability to handle multiple demands and competing priorities
Benefits
- Competitive salary
- Medical, Dental and Vision
- Company 401(k) and ESOP contribution
- Generous sick, vacation, and maternity/parental leave
- Paid holidays
- Professional Development Opportunities
- Tuition Reimbursement
- Discounted personal insurance
- Charitable gift-matching program
- Davidson Day of Giving
