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.

• 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.

• The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use.

• 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) leads Dimensional's efforts to acquire long-term client relationships and increase the firm's reach in the marketplace. Using a team-based, collaborative system, GCG distributes the firm's financial science-based products and peerless client services across the globe. Working closely with both institutions and financial advisors, GCG seeks to help clients meet their business goals and deliver a better investment experience.  

GCG Operations supports the day-to-day operational needs of the sales and distribution channels in the areas of business insights, technology product management, intermediary relationships, client onboarding, reporting and administrative support.  The overarching goal of the GCG Operations divisions and this role is to provide an excellent client experience across all client interactions.

The role of the Associate, Global Client Group Operations will be to support the management of new client account on-boardings and the identification and resolution of client operational matters.  Day to day work will focus on managing client account onboardings from initial client inquiry to funding, internal coordination of large cash flows into separately managed accounts and new mutual fund and CIT accounts, and coordinating work across departments at Dimensional to resolve client operational matters. 

Responsibilities: 

• Assist with managing new account onboardings for direct mutual fund clients, separately managed accounts and CITs from client account initiation through funding, coordinating account set-up across internal departments and with clients
• Support the contracting process for Dimensional’s newly-launched low-minimum separately managed account and UMA business (“DSMA” & “UMA”)
• Monitor overall service delivery for client onboardings related to separately managed accounts, mutual funds and CITs to identify and implement process improvements 
• Support timely issue resolution by engaging with internal subject matter experts and stakeholders across departments within Dimensional
• Coordinate client cash flow notifications from direct clients and third party financial advisors using Dimensional products in their practice with internal stakeholders.
• Develop strong working relationships across internal departments to deliver excellent client service 
• Assist with ad hoc requests as needed

Qualifications: 

• Bachelor’s degree in Finance, Accounting, Business, Economics or related field required 
• 1-3 years of experience in financial services operations, preferably in serving high-net-worth or institutional clients. Experience in asset management, including portfolio or trading operations is preferred. 
• Proactive desire to learn
• Experience in a client-facing function, including excellent written and verbal communication skills
• Ability to articulately present information to clients and identify and escalate issues to senior management 
• Ability to work collaboratively in a team environment
• Results and detail-oriented, capable of prioritizing multiple assignments in fast-paced environment to meet deadlines 
• Strong MS Excel skills, and experience with CRM software (Microsoft Dynamics, Salesforce) preferred 
• Active Series 7 or ability to complete the exam within the first 6 months 

#LI-Hybrid

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.

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.