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Client Services Associate, Registered – Investments; Seattle
Job in
Seattle, King County, Washington, 98127, USA
Listed on 2026-07-21
Listing for:
Dadavidson
Full Time
position Listed on 2026-07-21
Job specializations:
-
Finance & Banking
Financial Services, Bank Customer Service
Job Description & How to Apply Below
D.A. Davidson in Seattle, WA is seeking a capable Client Associate to join our high performing team.
This role requires meticulous attention to detail, the ability to juggle multiple requests, and strong client service skills in a confidential environment. You will support financial advisors by handling account documents, processing transfers, and preparing comprehensive financial plans, while adhering to regulatory policies.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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