About this role
Client Associate at Dadavidson. Location: Klamath Falls, Oregon, United States. Role: provide service, process documents, assist plans Requirements: High school graduate; strong communication; solid technology skills; ability to manage multiple priorities; willing to pursue industry exams. Category: Customer Service Seniority: Entry Level Tools: Microsoft Word, Microsoft Excel, Microsoft Outlook Certifications: sie, series 7, series 66 (or series 63/65) Commitment: Full Time Workplace: Onsite Languages: English