Client Services Representative - Financial Services

• 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.

• 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

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