Client Associate
Hood River, OR · On-site
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Client Associate to join our Hood River, OR branch. In this team-critical role, you will work ...
Hood River, OR · On-site
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Client Associate to join our Hood River, OR branch. In this team-critical role, you will work ...
Hood River, OR · On-site
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Client Associate to join our Hood River, OR branch. In this team-critical role, you will work ...
Klamath Falls, OR · On-site
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Associate to join our team. In this team-critical role, you will work alongside Financial ...
Klamath Falls, OR · On-site
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Associate to join our team. In this team-critical role, you will work alongside Financial ...
Klamath Falls, OR · On-site
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Associate to join our team. In this team-critical role, you will work alongside Financial ...
Klamath Falls, OR · On-site
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Associate to join our team. In this team-critical role, you will work alongside Financial ...
Hood River, OR · On-site
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Client Associate to join our Hood River, OR branch. In this team-critical role, you will work ...
Hood River, OR · On-site
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Client Associate to join our Hood River, OR branch. In this team-critical role, you will work ...
Klamath Falls, OR · On-site
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Associate to join our team. In this team-critical role, you will work alongside Financial ...
Quick apply
Klamath Falls, OR · On-site
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Associate to join our team. In this team-critical role, you will work alongside Financial ...
Hood River, OR · On-site
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Client Associate to join our Hood River, OR branch. In this team-critical role, you will work ...
Hood River, OR · On-site
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Client Associate to join our Hood River, OR branch. In this team-critical role, you will work ...
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Client Associate to join our Hood River, OR branch. In this team-critical role, you will work ...
Quick apply
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Client Associate to join our Hood River, OR branch. In this team-critical role, you will work ...
Klamath Falls, OR · On-site
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Associate to join our team. In this team-critical role, you will work alongside Financial ...
Klamath Falls, OR · On-site
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... Associate to join our team. In this team-critical role, you will work alongside Financial ...
Associate Veterinarian Portland, OR | Privately Owned Small Animal Hospital Associate ... Whether you're an experienced DVM or a newer graduate looking for mentorship, we'd love to have a ...
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Associate Veterinarian Portland, OR | Privately Owned Small Animal Hospital Associate ... Whether you're an experienced DVM or a newer graduate looking for mentorship, we'd love to have a ...
Associate Veterinarian Eugene, OR | Privately Owned Small Animal Hospital Associate ... Whether you're an experienced DVM or a newer graduate looking for mentorship, we'd love to have a ...
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Associate Veterinarian Eugene, OR | Privately Owned Small Animal Hospital Associate ... Whether you're an experienced DVM or a newer graduate looking for mentorship, we'd love to have a ...
Associate Veterinarian Lake Oswego, OR | Privately Owned Small Animal Hospital Associate ... Whether you're an experienced DVM or a newer graduate looking for mentorship, we'd love to have a ...
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Associate Veterinarian Lake Oswego, OR | Privately Owned Small Animal Hospital Associate ... Whether you're an experienced DVM or a newer graduate looking for mentorship, we'd love to have a ...
Hillsboro, OR · On-site
$40K - $60K/yr
As Account Associate - State Farm Agent Team Member for Derek D Spears - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful ...
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Hillsboro, OR · On-site
$40K - $60K/yr
As Account Associate - State Farm Agent Team Member for Derek D Spears - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful ...
... d rather be talking to other than you. Executes Operations Associate, Operations, Customer Experience, Associate, Customer Service, Merchandise, Manufacturing, Retail
... d rather be talking to other than you. Executes Operations Associate, Operations, Customer Experience, Associate, Customer Service, Merchandise, Manufacturing, Retail
$24.94/hr
Free gym memberships, employee discounts, AD&D and life insurance, plus so much more. Responsibilities: As a Production Associate our goal is to help you develop skills. In this role we offer cross ...
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$24.94/hr
Free gym memberships, employee discounts, AD&D and life insurance, plus so much more. Responsibilities: As a Production Associate our goal is to help you develop skills. In this role we offer cross ...
Elgin, OR · On-site
$24.94/hr
Free gym memberships, employee discounts, AD&D and life insurance, plus so much more. Responsibilities: As a Production Associate our goal is to help you develop skills. In this role we offer cross ...
Quick apply
Elgin, OR · On-site
$24.94/hr
Free gym memberships, employee discounts, AD&D and life insurance, plus so much more. Responsibilities: As a Production Associate our goal is to help you develop skills. In this role we offer cross ...
Elgin, OR · On-site
$24.94/hr
Free gym memberships, employee discounts, AD&D and life insurance, plus so much more. Responsibilities: As a Production Associate our goal is to help you develop skills. In this role we offer cross ...
Elgin, OR · On-site
$24.94/hr
Free gym memberships, employee discounts, AD&D and life insurance, plus so much more. Responsibilities: As a Production Associate our goal is to help you develop skills. In this role we offer cross ...
Elgin, OR · On-site
$14.50 - $18.25/hr
Free gym memberships, employee discounts, AD&D and life insurance, plus so much more. Responsibilities: As a Production Associate our goal is to help you develop skills. In this role we offer cross ...
Elgin, OR · On-site
$14.50 - $18.25/hr
Free gym memberships, employee discounts, AD&D and life insurance, plus so much more. Responsibilities: As a Production Associate our goal is to help you develop skills. In this role we offer cross ...
Warehouse Associate Job Duties: • Handle incoming and outgoing packages, unpack, and organize ... AD&D • Identity Theft Protection • Prescription Plan • 401(K) Retirement Savings Plan ...
Warehouse Associate Job Duties: • Handle incoming and outgoing packages, unpack, and organize ... AD&D • Identity Theft Protection • Prescription Plan • 401(K) Retirement Savings Plan ...
Portland, OR · Hybrid
$110K - $130K/yr
D. degree from an ABA-accredited law school * Active membership in good standing with the Oregon ... Associate Attorney: 1-3 years of substantive litigation experience or judicial clerkship experience
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Portland, OR · Hybrid
$110K - $130K/yr
D. degree from an ABA-accredited law school * Active membership in good standing with the Oregon ... Associate Attorney: 1-3 years of substantive litigation experience or judicial clerkship experience
$20 - $21.50/hr
Feel Seen at Thrive! Learn more about D Street Village here: Pay Range: $20-$21.50 per hour ... Happy, inspired associates lead to happy, supported residents. We are dedicated to our boutique, at ...
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$20 - $21.50/hr
Feel Seen at Thrive! Learn more about D Street Village here: Pay Range: $20-$21.50 per hour ... Happy, inspired associates lead to happy, supported residents. We are dedicated to our boutique, at ...
| Aspect | D Associate | D Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree, relevant certifications often preferred | Bachelor's degree, sometimes a certification or internship experience |
| Work Environment | Supportive team setting, entry-level tasks | Data analysis, reporting, and interpretation |
| Employer & Industry Usage | Financial, consulting, or tech firms | Financial services, market research, or data-driven industries |
The D Associate typically performs support and entry-level tasks within a team, focusing on assisting senior staff. The D Analyst, on the other hand, is more involved in analyzing data, preparing reports, and providing insights. Both roles require similar educational backgrounds, but the Analyst role demands more analytical skills and experience. Understanding these differences helps candidates choose the right path based on their skills and career goals.
Full-time
Medical, Dental, Vision, PTO
Re-posted 11 days ago
7.9
Based on 5 frontline employees who took The Breakroom Quiz
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Hood River, OR branch. In this team-critical role, you will work alongside Financial Professionals to provide excellent client service and support. This is an outstanding opportunity to advance your career in the financial services industry in an environment of continual growth and development.
If you have a passion for creating an exceptional client experience, enjoy working collaboratively as part of a team and relish detail and accuracy, we want to hear from you!
Primary Qualifications:
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 the desire to learn and leverage innovative technologies to optimize the client experience.
Proven ability to build client/customer relationships including excellent communication (written and verbal) and problem-solving skills.
Strong attention to detail and accuracy including the ability to accurately perform semi-advanced math.
Ability to successfully handle multiple demands and competing priorities in a deadline-oriented environment.
Primary Duties:
Provide extraordinarily professional and courteous client service managing client requests, account maintenance and effectively articulating certain requirements in a regulatory environment.
Review, maintain and process account documents and information as well as solve complex issues and assignments related to client accounts and transactions including suspicious activity.
Assist with crafting comprehensive financial plans for current and prospective clients.
Assist in developing and implementing periodic client mailings, communications and events.
Facilitate the transfer of client funds and/or securities and the issuance of checks upon request.
Seek to innovate and streamline processes.
Provide general support, including but not limited to phone, correspondence, appointments, filing and other projects as assigned.
Adherence to all branch, firm and compliance policies, procedures, rules and regulations.
Other projects and duties as assigned.
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
Medical, Dental and Vision
Company 401(k)and ESOP contribution
Generous sick, vacation, and maternity/parental leave
Paid holidays
Professional Development Opportunities
Tuition Reimbursement ($15,000 lifetime cap)
Discounted personal insurance including home, auto and recreational vehicles
Charitable gift-matching program
Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work.
The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
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