• Client Services Representative - Financial…

    Dunham & Associates Investment Counsel, Inc. (San Diego, CA)


    CLIENT SERVICES REPRESENTATIVE - FINANCIAL SERVICES

    Dunham & Associates Investment Counsel, Inc. ("Dunham") is a thought leader in the financial services industry. The way we work is a direct reflection of our company culture; we believe in accountability, putting our clients first, and constantly striving for growth. Since 1985, Dunham has grown to become a multi-billion-dollar firm. We work with close to 1,400 Financial Advisors across all 50 states.

     

    Dunham is an independently owned Registered Investment Adviser and Broker/Dealer. Member FINRA/SIPC, helping Financial Advisors and individual investors reach their long-term goals. The firm's focus is on providing disciplined wealth management solutions and related services.

     

    As a Client Services Representative, you will be responsible for managing new and existing accounts, including but not limited to, account opening, funding, and ongoing maintenance. This position is the point of contact for requests and issue resolution and entails significant communication via phone, email, and other electronic media. Extreme professionalism is required at all times. To excel in this position, the ideal candidate is enthusiastic, team-oriented, and possesses the ability to provide exceptional customer service.

     

    This is an onsite position in San Diego.  We are unable to sponsor visas at this time.

    ESSENTIAL JOB FUNCTIONS

    + Execute mutual fund trade requests and portfolio rebalancing requests;

    + Set up, review, and verify new accounts;

    + Ascertain that policies and procedures for customer requests have been adhered to in accordance with all compliance requirements;

    + Work across internal departments (Analysts, Sales, and Operations) to accomplish daily tasks, workflows, and ongoing projects;

    + Serve as point of contact for issue resolution and requests;

    + Provide updates on progress and resolution of issues/requests;

    + Support internal departments with campaigns and projects;

    + Perform other job-related duties as assigned.

    REQUIREMENTS

    + Bachelor’s degree, preferably in business or finance;

    + Proficiency in Microsoft Office;

    + Excellent organizational and interpersonal skills;

    + Ability to contribute and thrive in a lively team-based setting

     

    Salary DOE:  $28.85 to $35.00 per hour

     

    Dunham & Associates offers a complete benefits package to full-time employees who regularly work more than 30 hours per week. Interns and temporary employees are not eligible for these benefits.

     

    Health & Welfare

     

    Medical, Dental & Vision (choices vary by state) Life and AD&D Insurance (company paid) Short-Term & Long-Term Disability (company paid) Flexible Spending Plan (FSA) Employee Assistance Plan (company paid) Domestic Partner benefits Aflac

     

    Other Great Benefits!

     

    401(k) Plan with generous company match Paid Time Off (PTO) and Holiday benefits Company-Sponsored Events

     

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