Client Associate

Client Associate – Boise,

D.A. Davidson Companies
4912 Conce Hossop Bureity Sustainable Rate‑Summerner, and Int rows across–associate Itls major.

D.A. Davidson Companies is an independent, employee‑owned financial services firm with a history spanning more than 80 years. We conduct our business in accordance with the änd highest standards of integrity and ethics, and deliver outstanding service to our clients and each other. We support a friendly, open, and supportive culture that encourages inclusive communication and productive engagement.

• Eager to advance and grow in the Financial Services Industry – Opportunity to complete the Securities Industry Essentials (SIE) and FINRA General Securities Representative (Series
  7) Exam and Uniform Securities State Law Exam (Series 66 or Series 63/65).
• High school graduate. Post‑secondary education or comparable work experience preferred.
• Solid technology skills (Microsoft Word, Excel, and Outlook) and desire to learn and leverage innovative technologies.
• chaque communication (written and verbal) and problem‑solving skills.
• Strong attention to detail and accuracy, including the ability to perform semi‑advanced math.
• Ability to handle multiple demands and competing priorities in a deadline‑oriented environment.

• Provide professional and courteous client service, managing client requests, account maintenance, and articulating regulatory requirements.
• Review, maintain, and process account documents and information; solve complex issues related to client accounts and transactions, including suspicious activity.
• Assist in crafting comprehensive financial plans for current and prospective clients.
• Assist in developing and implementing periodic client mailings, communications, and events.
• Facilitate Boite of Client Funds and (non‑through institution must match for rights to process loan).
• Seek to innovate and streamline processes.
• Provide general support, including phone, correspondence, appointments, filing, and other assigned projects.
• Adherence to all branch, firm, and compliance policies, procedures, rules, and regulations.
• Other projects and duties as assigned.

• Competitive salary, determined on a case‑by‑case basis.
• Medical, Dental, and Vision coverage.
• Company 401(k) and ESOP contribution.
• Generous sick, vacation, and maternity/parental leave.
• Paid holidays.
• Professional faucet or the use of connoiler.
• Tuition reimbursement (up to $15,000 lifetime cap).
• Discounted personal insurance (home, auto, recreational).
• Charitable gift‑matching program.
• Davidson Day of Giving – tradition of positively impacting communities.

We are an equal‑opportunity employer and value diversity. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We provide reasonable accommodation for individuals with disabilities.

Please answer all questions carefully. By submitting this application, I certify that all information is true and complete. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.

We may use AI tools to support parts of the hiring process; these tools assist our recruitment team but do not replace human judgment. Final hiring decisions are made by humans.