Associate, Client Service Associate, Client Service …

Dimensional Fund Advisors
in Charlotte, NC, United States
Permanent, Full time
Be the first to apply
Dimensional Fund Advisors
in Charlotte, NC, United States
Permanent, Full time
Be the first to apply
Associate, Client Service
Associate, Client Service Charlotte/en-US/DFA_Careers/job/Charlotte/Associate--Client-Service_2020-5478/apply

Note to applicants:  Resumes 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 attach a resume at the time of your application, you will receive a follow up email asking  you to attach your resume from a computer.

Job Description:

This position will be responsible for supporting the client services teams to build, maintain and strengthen our global client relationships. Our Associates provide relationship management, support, and analysis to the Client Service team in business development and retention activities for our global clients. With proven success, Associates will have the opportunity to work directly with clients, prospects and intermediaries to develop and expand personal and professional relationships.


  • 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 response; communicate findings to senior staff
  • Manage inbound/outbound client communication (emails and phone calls) via the CRM system with oversight from senior staff
  • Collect and analyze data to support various sales goals and campaigns
  • Assist in preparing presentations on GIPS Committee, Portfolio Management, Marketing and Presentations asset flows and activity statistics
  • Develop a robust understanding of Dimensionals investment philosophy and process
  • Seek opportunities for professional development


  • Bachelor's degree with a 3.0 GPA or higher
  • 1+ years of experience in the Financial Services Industry
  • Background or strong interest in finance/investments
  • Detail-oriented
  • Able to work equally well in a team environment and independently
  • Self-starter who is capable of completing multiple projects within set deadlines
  • Strong PC skills and proficiency in MS Office applications are essential
  • Solid quantitative problem-solving skills

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.

Posted 4 Days AgoFull time2020-5478

Dimensional is a global investment firm guided by deep convictions about the power of capital markets. We are a leader in applying advanced financial science to equity and fixed income investment strategies. By employing a rigorous and systematic investment approach, we seek to capture what the market offers in all its dimensions.

For more than 30 years, we have translated research into real-world investment solutions for clients. Our clients include financial advisory, pension funds, retirement plans, college savings plans, insurance companies, endowments and foundations, and sovereign wealth funds. Headquartered in Austin, Texas, with 14 offices around the world, Dimensional manages $609 billion globally as of December 31, 2019.

Dimensional Fund Advisor LP is an investment advisor registered with the Securities and Exchange Commission.