Associate, Client Communities

Dimensional Fund Advisors

Austin, United States
Hybrid
Client communities management
Crm database maintenance
Financial advisor client service
The Communities Team brings clients into our circle to learn from one another, hone their craft and grow and scale their businesses, which in turn helps Dimensional bring our way of investing to more people

Job Summary

  • The Communities Team brings clients into our circle to learn from one another, hone their craft and grow and scale their businesses, which in turn helps Dimensional bring our way of investing to more people.
  • Associates provide Communities management, individual client relationship management, and analytical/operational support to the Communities & Sales Regional Director teams in business development and retention activities for our clients.
  • Dimensional 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.

Matching Summary

The Communities Team brings clients into our circle to learn from one another, hone their craft and grow and scale their businesses, which in turn helps Dimensional bring our way of investing to more people.

Skills & Requirements

Must-have

  • Client communities management
  • CRM database maintenance
  • Financial Advisor client service
  • Presentation material preparation
  • Internal team coordination

Nice-to-have

  • Investing in others' success
  • High ethical standards
  • Keenly perceptive with empathy
  • Pursue investment-related education

Key Requirements

  • Bachelor's degree required
  • 1-3 years experience Financial Services
  • SIE, Series 7, Series 63/66 licenses
  • Strong analytical skills
  • Strong interpersonal skills

Work Rights

Not specified

Tailored Resume

Cover Letter