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Client Associate — in Finance ESOP Firm
Job in
Klamath Falls, Klamath County, Oregon, 97602, USA
Listed on 2026-06-26
Listing for:
D.A. Davidson Companies
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Accounting & Finance
Job Description & How to Apply Below
D.A. Davidson Companies in Klamath Falls, Oregon, seeks a motivated Client Associate to provide exceptional client service alongside Financial Professionals. This role involves managing client requests, processing account documents, and supporting financial planning initiatives. A high school diploma is required, with preference for post-secondary education. The company offers competitive benefits including medical coverage, 401(k) contributions, and opportunities for professional development.
Join a culture dedicated to integrity and community impact.
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Position Requirements
10+ Years
work experience
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