HHiring Reality
← Dadavidson

Client Associate

Dadavidson
Location
Walla Walla, WA
Posted
17 days ago
Department
Wealth Management
Salary
$22.50 to $27.00
What they actually want (must-haves)
  • Eager to advance and grow in the Financial Services Industry
  • High school graduate; post-secondary education or comparable work experience preferred
  • Solid technology skills (Microsoft Word, Excel, and Outlook)
  • Proven ability to build client/customer relationships with excellent communication and problem-solving skills
  • Strong attention to detail and accuracy, including semi-advanced math skills
  • Ability to handle multiple demands and competing priorities in a deadline-oriented environment
What the job really is

As a Client Associate at D.A. Davidson in Walla Walla, WA, you will support Financial Professionals by providing exceptional client service, managing account maintenance, and assisting with financial plans. Your role will involve processing client requests, maintaining documentation, and ensuring compliance with regulations while innovating processes to enhance client experiences.

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)
Things to weigh
  • No specific mention of remote work options
  • Role may involve handling complex issues and regulatory requirements, which could be challenging for some candidates
Job score4.2/5
Benefits4/5
Freshness4/5
Career value4/5
Role clarity4/5
Pay transparency5/5

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