Notes to applicants
- Most roles at Dimensional will be part of our best-of-both hybrid working model. This includes working together in the office on Tuesdays, Wednesdays and Thursdays, and choosing to work in the office or remotely on Mondays and Fridays. This maximizes in person collaboration and interaction while simultaneously providing flexibility. This broad universal approach 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.
- 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
Associate, Client Services - Swiss Team, Global Client Group
The Global Client Group is a blend of client services and business development professionals working closely together to build strong relationships at all levels of client and prospect organizations. By building these relationships, Dimensional is better equipped to understand their investment needs and to identify opportunities. In this capacity, the Swiss team utilises Dimensional-specific investment and servicing expertise to connect with institutional clients (SWFs, Central Banks, Pensions, Insurance Companies, Family Offices and others), wealth managers and wholesale platforms (banks and sub-advised parties) in Switzerland.
This is a London based role, reporting to the Head of the Client Relationship Group, EMEA.
This is a great opportunity to join an experienced and ambitious team working with a wide range of sophisticated clients. Individuals who demonstrate ability to learn, attention to detail and deliver high quality results will be rewarded with genuine career development opportunities over time.
The Opportunity
As a member of EMEA's Global Client Group, you would be responsible for assisting Regional Directors in relationship management, client retention and business development activities by supporting both new and existing relationships. You will play an integral role in helping to build and develop these client relationships through high-quality query resolution and detailed technical investment support. It will be through the application of these deliverables that you will promote an outstanding Dimensional experience for our clients.
Responsibilities
- Support Regional Directors with all aspects of relationship management and business development for both new and existing clients.
- Develop and maintain client facing presentations, RFP's and due diligence questionnaires related to all aspects of client service and sales support.
- Identify and develop processes or methodologies that improve the level of service to clients and assist Regional Directors in the sales process.
- Work closely with various teams across Dimensional both locally and globally to manage projects and initiatives for Regional Directors.
- Maintain up-to-date knowledge of our investment philosophy, strategies and services.
- Review work, actively mentor, develop, guide and share feedback with new and current team members.
Qualifications
and Skills
- Client Services, Sales Support or Relationship Management experience within investment management
- Demonstrate a strong track record in delivering an exemplary client service.
- Proven analytical and numeracy skills with a high attention to detail.
- Proven project management, prioritisation, and time management skills.
- Willingness to learn independently, with a resourceful and analytical approach.
- Excellent written and verbal communication skills, including presentation skills.
- Ability to work effectively in a fast-paced environment and to tight deadlines.
- Bachelors Degree or equivalent in Finance, Business, Economics or technical fields is preferred.
- Proficiency in German or French preferred, but not essential.
- Strong computer skills with proficiency in Excel, PowerPoint, MS OneNote and Word.
- Must hold, or pass within 6 months of joining, a CFA IMC certificate or equivalent.
#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.