About this role
Client Associate at Dadavidson. Location: Carlsbad, California, United States. Role: provide service, maintain accounts, process transactions Requirements: Client Associate role in financial services; HS diploma required; opportunity to obtain SIE, Series 7, Series 66/63/65; strong communication, tech skills, attention to detail, multi-tasking. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Word, Microsoft Excel, Microsoft Outlook Certifications: sie, finra general securities representative (series 7), uniform securities state law exam (series 66 or series 63/65) Commitment: Full Time Workplace: Onsite Languages: English