Global Client Relations Associate

3 days ago


Charlotte, North Carolina, United States Dimensional Fund Advisors, L.P. Full time
About the Role

We are looking for a highly motivated Global Client Relations Associate to join our team. As a key member of our client services team, you will be responsible for building and maintaining strong relationships with our global clients. This includes generating customized reports, providing exceptional customer service, and collaborating with cross-functional teams to drive business results.

To succeed in this role, you will need to have a strong understanding of financial markets and instruments, as well as excellent communication and interpersonal skills. A Bachelor's degree and at least 1+ year of relevant work experience are required. You will also need to be proficient in Microsoft Office, particularly Excel, and have the ability to learn new software applications quickly.

This is an exciting opportunity to join a dynamic team and contribute to the growth and success of our company.

Key Responsibilities:
  • Develop and implement strategies to build and maintain strong relationships with global clients.
  • Generate high-quality reports and presentations to meet client needs.
  • Provide exceptional customer service and support to clients.
  • Collaborate with cross-functional teams to drive business results.
  • Stay up-to-date on industry trends and developments to provide expert advice to clients.
  • Analyze data to identify opportunities for growth and improvement.


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