Apply for a specific Career Opening by clicking the Apply button at the bottom of each job posting or by sending your resume and a cover letter to firstname.lastname@example.org. When sending your resume, please include the position title in the subject line, and attach a copy of your resume in MS Word or PDF formats.
If your qualifications and stated interests are a good fit with a future open position, we will be sure to give you a call.
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 Broker/Dealer 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 Associate, you will be responsible for managing new and existing accounts from opening to asset investment, and further maintenance of accounts as required. This position acts as the main “problem solver” for account problems and client inquiries, and it entails significant interface with both clients and financial advisors via phone and other electronic media. Extreme professionalism is required at all times. To perform this job successfully, the ideal candidate must have the drive to succeed, a positive attitude, and a love for providing excellent customer service.
ESSENTIAL JOB FUNCTIONS
Execute mutual fund trade requests and portfolio rebalancing requests with financial clients;
Dunham & Associates Investment Counsel, Inc. provides innovative mutual funds from a variety of asset class categories that seek to provide steady returns with low volatility. As our Operations Intern, you will assist with the daily processes and procedures of the Operations department, including performing specific daily tasks and aiding other employees within the operations team. You will also handle various short-term projects as needed.
Bachelor’s degree in progress in Computer Science or Information Systems with at least junior standing, or a technically equivalent undergraduate degree program at an accredited university.
Technical Skills Required:
Dunham & Associates Investment Counsel, Inc. (DAIC) accepts applications for future career opportunities even though there may not be current openings. If you would like to be considered for future positions, please attach your resume and cover letter (optional, but helpful) and answer the few questions attached to this application.
You should have received an email on February 1st with a link to activate your username. If you did not receive an email, please contact Customer Care via email@example.com or at 800-442-4358 and we will reset your account.
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The account number format has changed to drop leading letters and replace the dash with a 0. For example, IO1234-01 is now 1234001.
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