Client Services Associate

At Dimensional, we want to change the way the world thinks about investing. As a leading global investment firm, we offer systematic, value-added investment solutions based on robust science and thoughtful implementation.

Our global team includes more than 1,600 passionate people with diverse experiences, education, strengths, and talents. With a learning mindset rooted in academia and powered by the great ideas in finance, we pursue what we believe are the strongest investment solutions, while providing a world-class client experience. Every employee plays a role in delivering these experiences, and we know we can achieve the most when we work as a team to endeavor to help improve investors lives.

The Global Client Group (GCG) leads Dimensional's efforts to acquire long-term client relationships and increase the firm's reach in the marketplace. Team members work closely with both institutions and financial advisors to offer focused, specialized support and ensure the delivery of a consistently impeccable client experience. Everyone is empowered to offer up and execute on innovative ways to produce results.

The Singapore Client Servicing Team sits within Global Client Group and services Dimensional's sales channels across Asia ex Japan institutional and wealth management businesses by providing a broad suite of highly customized reports along with a suite of standardized solutions. These reports include due diligence questionnaires, reconciliations, requests for information and board reports, and client review questionnaires to meet our clients reoccurring reporting needs. To complete this high volume of deliverables, the team provides end-to-end managed solutions with internal report generation tools and a secure website, which provides additional tools to elevate the client experience. We work with nearly all teams across the firm to compile data that the clients require, package it in a user friendly format, and distribute for consumption.

This position will be responsible for supporting the client services teams to build, maintain and strengthen our global client relationships. With proven success, Associates will have the opportunity to work directly with clients, prospects and intermediaries to develop and expand personal and professional relationships.

Responsibilities:

• 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 responses; communicates their 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
• Prepare materials used by Portfolio Management, Sales, Marketing and Presentations
• Develop a robust understanding of Dimensional's investment philosophy and process
• Seek opportunities for professional development

Qualifications:

• Bachelor's Degree in Finance, Business, Economics or related field
• At least 2 years experience in the financial services industry
• Demonstrable track record delivering an exemplary client service
• Proven analytical and numeracy skills with a high attention to detail
• Strong analytical and quantitative problem-solving skills
• Team oriented ability to apply analytical and decision-making skills in a collaborative environment
• Strong knowledge of Excel and general computer skills with the ability to learn additional computer applications as needed
• Self-starter with the ability to work well in a fast-paced environment and capable of managing multiple projects and meeting deadlines