Associate, Client Services

4 weeks ago

Charlotte, United States Dimensional Fund Advisors, L.P. Full time
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.
  • 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 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 process
  • Seek opportunities for professional development
Qualifications:
  • At least 1+ year of relevant work experience
  • Bachelor's degree required
  • Strong analytical and quantitative problem-solving skills
  • Team oriented - ability to apply analytical and decision-making skills in a collaborative environment
  • Strong knowledge of Excel and general computer skills with the ability to learn additional computer applications as needed
  • Self-starter with the ability to work well in a fast-paced environment and capable of managing multiple projects and meeting deadlines


#LI-Hybrid

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.

It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.

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