Associate, Global Client Group Operations

Notes to applicants:

• Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and 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.

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• 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.

• If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.

Job Description:

The Global Client Group (GCG) is Dimensional's distribution arm, comprised of sales channels that target a diverse client set.  By putting the client first, we strive to transform the way the world invests, and our solutions are testament to the value provided to our clients. The GCG Operations team supports the day-to-day operational needs of the sales group in the areas of business insights, investment operations, client onboarding, reporting and administrative services. Reporting to a Client Group Operations Manager, the Associate will assist in the daily oversight of outsourced fund operations as well as be involved in other operational initiatives encompassed by the Team.

Responsibilities:

• Assist in producing periodic reports for the sales team and their clients.
• Participate in the oversight and processing of daily operations with the back-office and internal departments.
• Service client inquiries and provide quality service and an excellent customer experience to our client facing team through contact with dealers and the back-office.
• Assist with the onboarding process of new dealers/advisors.
• Escalate issues from internal & external stakeholders to assist in resolution with the service provider
• Support special projects and initiatives for GCG Operations and other groups on an ad hoc basis
• Coordinate with colleagues globally to align on best practices.
• Identify areas to improve report automation and partner with colleagues to implement solutions.

Qualifications:

• Bachelor’s degree: Finance, Business or Economics preferred
• Excellent computer skills (advanced Excel, querying data, working with databases and CRM) with the ability to quickly learn and become proficient in new programs
• Results and detail-oriented individual capable of prioritizing multiple assignments in a fast-paced environment to meet deadlines
• Excellent written and verbal skills among clients, peers and to immediate manager
• Ability to proactively develop fresh ideas that provide solutions to workplace challenges
• Proactively communicates needs, challenges, and capacity
• Build constructive working relationships within the team and with other departments and service providers
• Seeks and acquires new competencies, work methods, ideas, and information that will improve own efficiency and effectiveness on the job
• Ability to seek and improve from constructive feedback in a progressive way over time
• Consistently engage with the Investment Operations team, peer departments and the work environment in a productive way, including adherence with firm and department hybrid work policies and practices

#LI-Hybrid

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It is the policy of the Company to provide equal opportunity for all employees and applicants.  The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.