Client Associate
D.A. DavidsonBozeman, Montana, United States
Posted November 6, 2025
Full Time
About the Company
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years.
Job Description
D.A. Davidson Companies is seeking a Client Associate to join our Bozeman, MT branch. This is an outstanding opportunity to advance your career in the financial services industry in an environment of continual growth and development.
Requirements
- Eager to advance and grow in the Financial Services Industry
- High school graduate or comparable work experience
- Solid technology skills (Microsoft Word, Excel and Outlook)
- Proven ability to build client/customer relationships
- Strong attention to detail and accuracy
- Ability to successfully handle multiple demands and competing priorities
Benefits
- Medical, Dental and Vision
- Company 401(k) and ESOP contribution
- Generous sick, vacation, and maternity/parental leave
- Paid holidays
- Professional Development Opportunities
- Tuition Reimbursement ($15,000 lifetime cap)
- Discounted personal insurance including home, auto and recreational vehicles
- Charitable gift-matching program
- Davidson Day of Giving
