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Client Associate - Omaha, NE

D.A. Davidson · Omaha, NE · Branch Office

Employment type

Full-time

Work setting

On-site

Location

Omaha, NE

Schedule

Day shift

Posted

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Job overview

The Client Associate is an onsite role based in Omaha, NE, at D.A. Davidson. Compensation is not specified. This role exists to provide exceptional client service and administrative support to Financial Professionals, ensuring accurate account management and client satisfaction.

What you'll do

  • Manage client requests, process account documents, assist with financial plans, and facilitate fund transfers.

What we're looking for

Skills & competencies
full-time
day shift
omaha ne
client associate
finance
financial services
administrative
d.a. davidson
Work arrangement
  • Weekend coverage required

Benefits & perks

  • Medical, Dental, Vision, 401(k), ESOP, PTO, Tuition Reimbursement

Why this role

Employee-owned firm with a 90-year history and strong commitment to professional development.

About the employer

D.A. Davidson is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.

Additional details

Industry sector
52
Industry
Portfolio Management and Investment Advice
Occupation code
43-4051.00
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