Client Relationship Manager

3 weeks ago


Charlotte, North Carolina, United States Dimensional Fund Advisors, L.P. Full time
Job Overview

Dimensional Fund Advisors, L.P. is seeking a talented Client Reporting Team member to join our global team. This role will be responsible for supporting client services teams to build, maintain and strengthen our relationships with clients worldwide. The ideal candidate will have a strong analytical mindset, excellent communication skills, and the ability to work well in a fast-paced environment.

Key Responsibilities:
  • Generate a high volume of reports for clients, consultants and service providers.
  • Provide quality control for client reports and requests, ensuring accuracy and timeliness.
  • Responsible for completing due diligence and client questionnaires.
  • Maintain databases and compile business statistics.
  • Investigate and address client inquiries, collaborating across departments to formulate responses.
  • Manage inbound/outbound client communication via CRM system.

Requirements:
  • Bachelor's degree required.
  • At least 1+ year of relevant work experience.
  • Strong analytical and quantitative problem-solving skills.
  • Team-oriented, with ability to collaborate in a dynamic environment.
  • Excellent knowledge of Excel and computer applications.

Compensation:$65,000 - $85,000 per annum, depending on experience. We offer a comprehensive benefits package, including medical, dental and vision insurance, 401(k) plan, and paid time off.

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