About this role
Client Associate at D.A. Davidson Companies. Location: Bozeman, Montana, United States. Role: managing requests, processing accounts, assisting planning Requirements: High school diploma or equivalent; strong client service, communication, and problem‑solving skills; proficient with Microsoft Word, Excel, and Outlook; attention to detail and ability to perform semi‑advanced math; opportunity to complete SIE/Series 7/66/63/65. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Word, Microsoft Excel, Microsoft Outlook Certifications: sie, series 7, series 66, series 63, series 65 Commitment: Full Time Workplace: Onsite Languages: English