Registered Client Associate

  • D.A. Davidson
  • Helena, MT, USA
  • Jan 04, 2023
Full time Account Management Customer Service

Job Description

Registered Client Associate — Competitive Compensation & Benefits and Great Company Culture

Join our high-performing and forward-thinking Helena, Montana team as a Registered Client Associate. Grow and flex your organizational skills at Trost Wealth Management, a service of D.A. Davidson & Co., where we’re proud to do important work that matters for the great clients we serve. Earning potential is high for committed individuals, and we prioritize a healthy work-life balance and a positive office environment for everyone on our team.

How you’ll make a difference

As a Registered Client Associate you’ll assist our Financial Advisors to facilitate outstanding client experiences. A background in financial services, bookkeeping, payroll, or other money management experience is ideal, although direct financial industry experience is not required. The right candidate will be friendly and professional, helping us to build strong client relationships with every interaction. This role provides opportunities for collaboration as well as independent initiative. It is ideal for someone with a detail-oriented, self-motivated personality who enjoys taking ownership of their work and enjoys the tangible satisfaction of compiling and completing to-do lists.

Experience and Skills

Required Skills

● Integrity and professionalism
● Good communication skills and the ability to build strong client rapport
● Uncommon attention to detail and organizational skills
● Basic computer skills and ability to learn new software systems
● Proactive attitude and willingness to problem-solve
● Collaborative team player
● Ability to sustain focus and productivity in a busy environment


● High school diploma/equivalency (college degree preferred)
● Bookkeeping, payroll, or other money management experience ideal; direct financial industry experience preferred but not required
● Willingness to obtain Series 7, 63, and 65 or Series 7 and 66 within 9 months (on-the-job training provided)

Benefits Offered

● Competitive salary with significant opportunities for wage increases
● Health, Life, and Disability insurance options
● 401k plan
● Profit-sharing and ESOP (employee stock ownership plan)
● Paid time off and vacation
● Great office location and free covered parking garage
● Access to free personal financial planning
● Company-supported opportunities to give back to your community

About D.A. Davidson and Trost Wealth Management

D.A. Davidson & Co. is an independent, employee-owned company dedicated to the highest standards of integrity, ethics, and outstanding client service. You are not just an employee here — you are a contributing and valued team member. Trost Wealth Management is a top-performing and client-driven wealth management team at D.A. Davidson, specializing in helping higher net-worth families through life’s key moments.

With more than three decades of combined experience in the financial services industry, we are proud of our team's longevity. Our company culture is supportive, transparent, and encouraging, as well as highly productive and committed to self-improvement. D.A. Davidson & Co. values diversity and equal opportunity and strives to create an inclusive environment where unique backgrounds, perspectives, and skillsets are respected.

One of our core values is giving back to our community. We offer:

● Company-paid volunteer time on D.A. Davidson volunteer day
● Matched donations to a charity of your choice per company guidelines

Apply to be our Registered Client Associate and be part of an exciting, welcoming workplace that supports your individual success as part of our high-performing team.