More jobs:
Client Services & Financial Planning Associate
Job in
Lake Oswego, Clackamas County, Oregon, 97034, USA
Listed on 2026-08-10
Listing for:
Doist
Full Time
position Listed on 2026-08-10
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
D.A. Davidson Companies in Lake Oswego, OR is seeking an exceptional Client Associate to join a dynamic, high-producing team.
This role requires outstanding attention to detail, the ability to balance multiple requests, and superior client service with strict confidentiality. Ideal candidates have licensing in SIE/Series exams, 2+ years as a Registered Client Associate, and strong computer skills (Word, Excel, Outlook) plus familiarity with Thomson ONE, Envestnet, CRM, and Money Guide Pro.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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