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Client Services Associate

2 months ago

CA United States Dunham & Associates Investment Counsel, Inc. Full time
About the Role

We are seeking a highly skilled and experienced Client Services Associate to join our team at Dunham & Associates Investment Counsel, Inc. This is an exciting opportunity to work in a dynamic and fast-paced environment, providing exceptional customer service to our clients and financial advisors.

Key Responsibilities
  • Manage new and existing accounts, including account opening, funding, and ongoing maintenance.
  • Serve as the primary point of contact for issue resolution and client inquiries.
  • Work closely with internal departments to accomplish daily tasks, workflows, and ongoing projects.
  • Provide clients and financial advisors with account-related information and support.
  • Discuss investment advisory products and platforms with existing and prospective clients.
Requirements
  • Bachelor's degree in business or finance.
  • Current FINRA SIE, Series 7 and 65/66 license or willingness to complete within designated timeframe.
  • Minimum 2 years of experience working in a client service role, preferably in the financial services industry.
  • Proficiency in Microsoft Office.
  • Excellent organizational and interpersonal skills.
What We Offer

We offer a comprehensive benefits package to full-time employees, including medical, dental, and vision insurance, life and AD&D insurance, short-term and long-term disability insurance, and more.

We are an independently owned Registered Investment Adviser and Broker/Dealer, member FINRA/SIPC, and a leader in the financial services industry.