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Client Services Associate - Part-Time: in Finance

Job in Pendleton, Umatilla County, Oregon, 97801, USA
Listing for: Dadavidson
Part Time position
Listed on 2026-07-21
Job specializations:
  • Finance & Banking
    Bank Customer Service, Financial Services
Salary/Wage Range or Industry Benchmark: 24796 - 38572 USD Yearly USD 24796.00 38572.00 YEAR
Job Description & How to Apply Below
Position: Client Services Associate - Part-Time: Grow in Finance

D.A. Davidson in Pendleton, OR is seeking a part-time Client Associate to join our team and deliver outstanding client service alongside Financial Professionals. You will review, maintain and process account documents, assist with financial plans, and support client communications in a regulatory environment.

Strong communication, attention to detail and willingness to learn are essential. Opportunities to advance in the financial services industry and pursue relevant exams (SIE, Series 7,

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Position Requirements
10+ Years work experience
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