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Client Services Associate – Finance & Growth Path

Job in Bozeman, Gallatin County, Montana, 59772, USA
Listing for: D.A. Davidson Companies
Full Time position
Listed on 2026-06-19
Job specializations:
  • Finance & Banking
    Bank Customer Service, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below

D.A. Davidson Companies in Bozeman, Montana, is seeking a motivated Client Associate to join our team. This role involves providing outstanding client service and support alongside Financial Professionals, enhancing client experiences, and advancing your career in the financial services industry.

Qualifications include a high school diploma, strong communication and relationship-building skills, and proficiency in Microsoft Office. Competitive salary with excellent benefits included.

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Position Requirements
10+ Years work experience
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