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Careers at DMJWA

Current Openings

Client Care Associate

Excellent opportunity for a detail-oriented, analytical, self-starter to join our Greensboro, NC DMJWA team.

If you are interested in a career in Financial Services, we are seeking a driven, outgoing, and polished Associate who is able to match our pace, work ethic, and passion. The Client Care Associate plays an essential role in the overall client experience. This full-time position will serve in a supporting role at DMJWA as you learn about the firm, our processes, and the financial planning profession. Responsibilities include participation in client meetings and client meeting follow up, monitoring outstanding client transfers, transaction verification, compiling reports and information for advisors, prepare and process requirements for account maintenance, such as wires, check requests, new applications, and proactively engaging in Client Care Team projects. The ideal candidate will have strong written and verbal communication skills, a can-do attitude, and positive enthusiastic energy.

Qualifications and Experience

  • Minimum work history of at least 4 years in the investment, financial planning or related industry
  • 4-year college degree in business is preferred but not mandatory

 Additional Requirements

  • Strong organizational skills and ability to manage multiple projects
  • Excellent Customer Service skills
  • Ability to work in a team environment
  • Microsoft Office proficiency in Excel and Word
  • Strong technology skills and the ability to adapt to new applications

Apply now or send resume and cover letter to hr@dmj.com.