Associate, Client Services

Notes to applicants:

• Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.

• Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.

• Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.

• The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use.

• If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.

Job Description:

The Global Client Group (GCG) leads Dimensional’s efforts to acquire long-term client relationships and increase the firm’s reach in the marketplace. Team members work closely with both institutions and financial advisors to offer focused, specialized support and ensure the delivery of a consistently impeccable client experience. Everyone is empowered to offer up and execute on innovative ways to produce results.

The Client Reporting Team services all of Dimensional's sales channels across the globe by providing broad suite of highly customized reports along with a suite of standardized solutions. These reports include due diligence questionnaires, reconciliations, requests for information and board reports, and client review questionnaires to meet our clients reoccurring reporting needs. To complete this high volume of deliverables, the team provides end-to-end managed solutions with internal report generation tools and a secure website, which provides additional tools to elevate the client experience. We work with nearly all teams across the firm to compile data that the clients require, package it in a user friendly format, and distribute for consumption.

This position will be responsible for supporting the client services teams to build, maintain and strengthen our global client relationships.  With proven success, Associates will have the opportunity to work directly with clients, prospects and intermediaries to develop and expand personal and professional relationships.

Responsibilities:

·         Generate a large volume of standard and custom weekly, monthly and quarterly reports to clients, consultants and service providers.

·         Provide quality control for client reports and requests and support day-to-day activities.

·         Responsible for completing due diligence and client questionnaires.

·         Database maintenance and compilation of business statistics.

·         Investigate and address client inquiries with support/oversight from senior staff by evaluating client-specific circumstances and collaborating across departments to formulate responses; communicates their findings to senior staff

·         Manage inbound/outbound client communication (emails and phone calls) via the CRM system with oversight from senior staff

·         Collect and analyze data to support various sales goals and campaigns

·         Prepare materials used by Portfolio Management, Sales, Marketing and Presentations

·         Develop a robust understanding of Dimensional’s investment philosophy and p