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Financial Services Bank Customer Service Banking & Finance Financial Advisor / Consultant

Client Associate - Growth Path in Financial Services

Job in Klamath Falls, Klamath County, Oregon, 97602, USA
Listing for: D.A. Davidson
Full Time position
Listed on 2026-07-30
Job specializations:
  • Finance & Banking
    Financial Services, Bank Customer Service, Banking & Finance, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 40000 - 60000 USD Yearly USD 40000.00 60000.00 YEAR
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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