Associate, Client Services

Company: Dimensional Fund Advisors, L.P.
Location: Santa Monica
Posted on: March 19, 2023

Job Description:

Notes to applicants:Most roles at Dimensional will be part of our best-of-both hybrid working model. This includes working together in the office on Tuesdays, Wednesdays and Thursdays, and choosing to work where one works best on Mondays and Fridays. This maximizes in person collaboration and interaction while simultaneously providing flexibility. This broad universal approach 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.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 staffManage inbound/outbound client communication (emails and phone calls) via the CRM system with oversight from senior staffCollect and analyze data to support various sales goals and campaignsPrepare materials used by Portfolio Management, Sales, Marketing and PresentationsDevelop a robust understanding of Dimensional's investment philosophy and processSeek opportunities for professional developmentQualifications:At least 1+ year of relevant work experienceBachelor's degree requiredStrong analytical and quantitative problem-solving skillsTeam oriented - ability to apply analytical and decision-making skills in a collaborative environmentStrong knowledge of Excel and general computer skills with the ability to learn additional computer applications as neededSelf-starter with the ability to work well in a fast-paced environment and capable of managing multiple projects and meeting deadlinesDimensional reasonably expects to pay a salary estimated to be in the range of $75,000 - $90,000 for this position, which is subject to credentials, industry experience, education, and/or training/certifications.#LI-HybridDimensional 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 employment opportunity for all applicants and employees. The Company does not unlawfully discriminate on the basis of race, color, religion, creed, sex, gender, gender identity, gender expression, national origin, age, disability, genetic information, ancestry, medical condition, marital status, covered veteran status, citizenship status, sexual orientation, or any other protected status. This policy applies to all areas of employment including recruitment, hiring, training, job assignment, promotion, compensation, benefits, transfer, discipline, termination, and social and recreational programs.

Keywords: Dimensional Fund Advisors, L.P., Santa Monica , Associate, Client Services, Other , Santa Monica, California