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Account Associate Expert

3 weeks ago

Denver, Colorado, United States D.A. Davidson & Co. Full time
Job Responsibilities:
This Client Associate role offers a unique opportunity to advance your career in the financial services industry.
You will have the chance to work with clients directly, managing their requests, maintaining their accounts, and articulating their requirements in a regulatory environment.
Some specific responsibilities include reviewing and processing account documents, solving complex issues related to client accounts and transactions, and assisting with crafting comprehensive financial plans.