Associate, Client Services
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About The Position
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.
