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Client Associate - Path in Financial Services
Job in
Klamath Falls, Klamath County, Oregon, 97602, USA
Listed on 2026-05-09
Listing for:
D.A. Davidson
Full Time
position Listed on 2026-05-09
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Services
Job Description & How to Apply Below
D.A. Davidson, located in Klamath Falls, Oregon, is seeking a motivated and detail-oriented Client Associate. In this role, you will support Financial Professionals by managing client requests, processing account information, and assisting in crafting financial plans. Candidates should have strong communication and problem-solving skills, a high school diploma or equivalent, and be eager to grow in the financial services industry.
The position offers competitive salary and excellent benefits including medical, retirement contributions, and professional development opportunities.
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Position Requirements
10+ Years
work experience
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