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Client Services Associate - Financial Services
Job in
Pendleton, Umatilla County, Oregon, 97801, USA
Listed on 2026-07-19
Listing for:
D.A. Davidson
Part Time
position Listed on 2026-07-19
Job specializations:
-
Finance & Banking
Bank Customer Service, Financial Services
Job Description & How to Apply Below
D.A. Davidson in Pendleton, OR is seeking a part-time Client Associate to work alongside Financial Professionals, delivering excellent client service and support.
You will help with account maintenance, client inquiries, and regulatory paperwork; opportunity to pursue the SIE and FINRA exams (Series 7/66) and grow in financial services. The role emphasizes accuracy, communication, and teamwork in a friendly, employee-owned environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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