More jobs:
Client Services Associate, Financial Services
Job in
Lake Oswego, Clackamas County, Oregon, 97034, USA
Listed on 2026-08-12
Listing for:
Dadavidson
Full Time
position Listed on 2026-08-12
Job specializations:
-
Finance & Banking
Financial Services, Bank Customer Service
Job Description & How to Apply Below
D.A. Davidson Companies in Lake Oswego, OR is seeking an exceptional individual to join a dynamic, high-performing team. The role requires outstanding attention to detail, superb client service, and strict confidentiality with respect to client and company information.
Ideal candidates have SIE and FINRA Series 7 licensing, plus Series 66/63/65 eligibility or licensing, and at least two years as a Registered Client Associate. Strong tech skills and communication are essential.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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