Client Associate

📋 Description

• Client Associate role at Great Falls, MT; support Financial Professionals.
• Provide professional client service and handle account needs.
• Work in a regulatory environment with compliance focus.
• Opportunity for growth and development in financial services.

🎯 Requirements

• Eager to grow in Financial Services; opportunity to complete SIE, Series 7, Series 66/63/65.
• High school graduate; post-secondary education or relevant experience preferred.
• Solid tech skills: Word, Excel, Outlook; eager to learn new tech.
• Proven ability to build client relationships; strong written/verbal communication and problem-solving.
• Strong attention to detail; accurate, semi-advanced math.
• Ability to handle multiple priorities in a deadline-driven environment.

🎁 Benefits

• Medical, Dental and Vision coverage.
• Company 401(k) and ESOP contributions.
• Generous sick, vacation, and parental leave.
• Paid holidays.
• Professional development opportunities.
• Tuition reimbursement ($15,000 lifetime cap).
• Discounted personal insurance (home, auto, RV).
• Charitable gift-matching program.
• Davidson Day of Giving – community impact.