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Client Services & Growth Associate – Financial Services
Job in
Carlsbad, San Diego County, California, 92002, USA
Listed on 2026-07-16
Listing for:
D.A. Davidson
Full Time
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
Financial Services, Bank Customer Service
Job Description & How to Apply Below
D.A. Davidson is seeking a highly motivated Client Associate in Carlsbad, CA to support Financial Professionals and deliver outstanding client service. This role emphasizes accuracy, teamwork and the ability to manage multiple tasks in a regulated environment.
You will review documents, assist with financial planning, transfer funds, and help craft client communications while contributing to a collaborative, growth‑oriented culture.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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