Client Associate
Lincoln, NE · On-site
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp ... Proven ability to build client/customer relationships including excellent communication (written ...
Quick apply
60 Da Davidson Customer Service Representative Jobs Hiring Near You
Client Associate
Lincoln, NE · On-site
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp ... Proven ability to build client/customer relationships including excellent communication (written ...
Investment Banking - Experienced Analyst D.A. Davidson & Co., a leading full-service investment banking firm with operations nationwide, is accepting applicants for full-time Analyst positions ...
Investment Banking - Experienced Analyst D.A. Davidson & Co., a leading full-service investment banking firm with operations nationwide, is accepting applicants for full-time Analyst positions ...
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp ... Proven ability to build client/customer relationships including excellent communication (written ...
Quick apply
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp ... Proven ability to build client/customer relationships including excellent communication (written ...
Client Associate
Gillette, WY · On-site
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp ... Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65 ...
Client Associate
Gillette, WY · On-site
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp ... Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65 ...
Client Associate
Klamath Falls, OR · On-site
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp ... Proven ability to build client/customer relationships including excellent communication (written ...
Client Associate
Klamath Falls, OR · On-site
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp ... Proven ability to build client/customer relationships including excellent communication (written ...
Client Associate
Gillette, WY · On-site
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp ... Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65 ...
Client Associate
Gillette, WY · On-site
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp ... Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65 ...
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp ... Proven ability to build client/customer relationships including excellent communication (written ...
Quick apply
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp ... Proven ability to build client/customer relationships including excellent communication (written ...
Client Associate
Klamath Falls, OR · On-site
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp ... Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65 ...
Client Associate
Klamath Falls, OR · On-site
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp ... Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65 ...
Institutional Sales Associate
Omaha, NE · On-site
$33.65 - $38.46/hr
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... service to our clients and each other. We support a friendly, open and supportive culture, and ...
Institutional Sales Associate
Omaha, NE · On-site
$33.65 - $38.46/hr
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... service to our clients and each other. We support a friendly, open and supportive culture, and ...
Client Associate
Klamath Falls, OR · On-site
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp ... Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65 ...
Client Associate
Klamath Falls, OR · On-site
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp ... Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65 ...
Client Associate
Lincoln, NE · On-site
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp ... Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65 ...
Client Associate
Lincoln, NE · On-site
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp ... Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65 ...
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... service to our clients and each other. We support a friendly, open and supportive culture, and ...
Quick apply
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... service to our clients and each other. We support a friendly, open and supportive culture, and ...
Client Associate
Omaha, NE · On-site
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp ... Proven ability to build client/customer relationships including excellent communication (written ...
Client Associate
Omaha, NE · On-site
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp ... Proven ability to build client/customer relationships including excellent communication (written ...
Client Associate
Omaha, NE · On-site
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp ... Primary Qualifications: • Proven ability to build client/customer relationships including ...
Client Associate
Omaha, NE · On-site
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp ... Primary Qualifications: • Proven ability to build client/customer relationships including ...
Client Associate
Omaha, NE · On-site
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp ... Primary Qualifications: • Proven ability to build client/customer relationships including ...
Client Associate
Omaha, NE · On-site
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp ... Primary Qualifications: • Proven ability to build client/customer relationships including ...
Client Associate
Lincoln, NE · On-site
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp ... Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65 ...
Client Associate
Lincoln, NE · On-site
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp ... Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65 ...
Senior Vice President, Business Development
Richmond, VA · On-site
$150 - $210/hr
Headquartered in Great Falls, MT, D.A. Davidson Companies is an employee-owned financial services ... Represent Davidson Investment Advisors at conferences, industry events, and educational programs.
Senior Vice President, Business Development
Richmond, VA · On-site
$150 - $210/hr
Headquartered in Great Falls, MT, D.A. Davidson Companies is an employee-owned financial services ... Represent Davidson Investment Advisors at conferences, industry events, and educational programs.
D.A. Davidson & Co. - the Strength of Advice Our firm delivers a breadth of quality financial ... Answer inquiries from customers, personnel of the firm, and the general public regarding individual ...
New
Quick apply
D.A. Davidson & Co. - the Strength of Advice Our firm delivers a breadth of quality financial ... Answer inquiries from customers, personnel of the firm, and the general public regarding individual ...
New
Senior Software Engineer
$95K - $110K/yr
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... service to our clients and each other. We support a friendly, open and supportive culture, and ...
Senior Software Engineer
$95K - $110K/yr
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... service to our clients and each other. We support a friendly, open and supportive culture, and ...
Institutional Sales Associate
Denver, CO · On-site
$33.65 - $38.46/hr
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... service to our clients and each other. We support a friendly, open and supportive culture, and ...
Institutional Sales Associate
Denver, CO · On-site
$33.65 - $38.46/hr
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 ... service to our clients and each other. We support a friendly, open and supportive culture, and ...
D.A. Davidson Jobs Information
Does D.A. Davidson pay people when they’re sick?
Yes. Most people get paid when they’re sick.
100% of people say they would get paid if they were sick but scheduled to work.
Based on data from 5 people who took the Breakroom Quiz between April 2025 and April 2026.
100% of people say they would get paid if they were sick but scheduled to work.
Based on data from 5 people who took the Breakroom Quiz between April 2025 and April 2026.
Is the health insurance from D.A. Davidson affordable enough for their workers?
Most people say the health insurance costs are okay.
100% of people say the health insurance costs are okay
Based on data from 5 people who took the Breakroom Quiz between April 2025 and April 2026.
100% of people say the health insurance costs are okay
Based on data from 5 people who took the Breakroom Quiz between April 2025 and April 2026.
How easy is it to take sick days at D.A. Davidson?
Most people find it easy to take sick days.
80% of people report that it’s easy to take time off if they are sick.
Based on data from 5 people who took the Breakroom Quiz between April 2025 and April 2026.
80% of people report that it’s easy to take time off if they are sick.
Based on data from 5 people who took the Breakroom Quiz between April 2025 and April 2026.
Do people at D.A. Davidson feel treated with respect by their managers?
Most people feel treated with respect by their managers.
100% of people say they’re treated with respect by their managers.
Based on data from 5 people who took the Breakroom Quiz between April 2025 and April 2026.
100% of people say they’re treated with respect by their managers.
Based on data from 5 people who took the Breakroom Quiz between April 2025 and April 2026.
Is it stressful to work at D.A. Davidson?
Some people feel stressed here.
60% of people say they often feel stressed at work.
Based on data from 5 people who took the Breakroom Quiz between April 2025 and April 2026.
60% of people say they often feel stressed at work.
Based on data from 5 people who took the Breakroom Quiz between April 2025 and April 2026.
Do people at D.A. Davidson recommend working with their team?
Most people recommend working with their team.
80% of people report that they would recommend working with their immediate team to a friend.
Based on data from 5 people who took the Breakroom Quiz between April 2025 and April 2026.
80% of people report that they would recommend working with their immediate team to a friend.
Based on data from 5 people who took the Breakroom Quiz between April 2025 and April 2026.
Do workers feel well informed about how D.A. Davidson is doing?
Most people feel well informed about how the company is doing.
80% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 5 people who took the Breakroom Quiz between April 2025 and April 2026.
80% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 5 people who took the Breakroom Quiz between April 2025 and April 2026.
What other companies are hiring for Customer Service Representative jobs?
What are the most popular jobs at Da Davidson?
What are the most popular categories at Da Davidson?
Full-time
Medical, Dental, Vision, PTO
Re-posted 26 days ago
D.A. Davidson rating
7.9
Based on 5 frontline employees who took The Breakroom Quiz
Job description
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Lincoln, NE 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!
At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
We are an equal opportunity employer and value diversity at our company. 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 will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
ACKNOWLEDGMENT
Please answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.
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