Associate, Client Communities

DIMENSIONAL

Austin, United States
Hybrid
Crm data management
Reporting and insights assembly
Client communication
The Communities Team brings clients into our circle to learn from one another, hone their craft and grow and scale their businesses

Job Summary

  • The Communities Team brings clients into our circle to learn from one another, hone their craft and grow and scale their businesses.
  • Associates provide Communities management, individual client relationship management, and analytical/operational support to the Communities & Sales Regional Director teams.
  • As part of Client Communities, you’ll join a team that seeks to uncover different perspectives and works to actively draw out diversity of thought.

Matching Summary

The Communities Team brings clients into our circle to learn from one another, hone their craft and grow and scale their businesses.

Skills & Requirements

Must-have

  • CRM data management
  • Reporting and insights assembly
  • Client communication
  • Internal team coordination
  • Presentation material preparation

Nice-to-have

  • Investing in others' success
  • Creativity and ingenuity
  • Pursuing investment-related education

Key Requirements

  • Bachelor's degree required
  • 1-3 years financial services experience
  • SIE, Series 7, Series 63/66 licenses
  • Strong analytical skills
  • Impeccable attention to detail

Work Rights

Not specified

Tailored Resume

Cover Letter