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The Receptionist will manage front office duties, including handling calls, scheduling appointments, and maintaining office organization. Administrative support tasks are also required.

Make 60+ outbound calls daily to build relationships with financial advisors, sell Dunham investment and trust solutions, manage CRM (Salesforce), prepare proposals, coordinate field appointments, follow up on leads, and support regional growth with external wholesalers.

The role involves establishing client relationships, supporting account managers, preparing sales proposals, and studying for necessary licensing exams in finance.

The Client Services Associate manages client accounts, executes trades, resolves issues, and provides exceptional customer service in financial services.