Client Associate jobs in Belgrade, MT

D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Helena, MT team. We’re looking to add a dynamic team member to help serve our great clients. We prioritize a healthy work-life balance and a positive office environment for everyone on our team.

How you’ll make a difference
As a Client Associate, you’ll assist our Financial Advisors and team to facilitate outstanding client experiences. The right candidate will be friendly and professional, helping to build strong client relationships with every interaction. This role provides opportunities for collaboration as well as independent initiative. It is ideal for someone with a detail-oriented, self-motivated personality who enjoys taking ownership of their work and enjoys the satisfaction of compiling project lists and follow through to ensure timely and accurate completion.
Experience and Skills:

About D.A. Davidson
D.A. Davidson has been in business for over 87 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Apply to be our Client Associate and be part of an exciting, welcoming workplace that supports your individual success as part of our high-performing team.