The Client Service Analyst is responsible for supporting the client servicing and sales efforts within Dimensional’s EMEA Client Group.
This role is an ideal opportunity to break into the Investment Management industry and gain a full understanding of a sales department and contribute to the team through role-specific goals.
The individual we are looking for will need to demonstrate an ability to be task orientated and possess a keen focus on attention to detail as a primary contributor to team workflow. In return you will receive best in class on the job training across multiple skills and disciplines and be able to collaborate and contribute to a team-based and inclusive environment
This truly is an entry level opportunity where we are seeking attitude and aptitude over experience. We believe we can upskill individuals who demonstrate intellectual curiosity and want to build a career within Sales and Relationship Management.
Typical Duties & Responsibilities
- Support the team with the preparation of basic client material e.g., prospecting packs, portfolio review books and ad-hoc presentations
- Administration including meeting preparation, client record keeping, basic market analytics, investment analysis and other ad-hoc duties
- Develop skills to become a primary user of our various analytics tools
- Own certain regulatory and client reporting deliverables
- Maintain records for our client and prospect pipelines
- Assist with sales research and support
- Regularly interact with clients – covering client calls and responding to basic ad hoc queries (phone and email)
- Support various aspects of channel-specific events (organising and preparation)
- Be able to demonstrate an understanding about the firm’s products, our investment process, our systems, and our investment philosophy
- Continually review and seek out improvements to our processes and procedures
- Ensure necessary client data is accurate and up to date
Knowledge and Skill required
- Learn and improve essential skills—professionalism, effective communication, identifying team needs, accuracy, and quality work
- Gain a deep understanding and effectively utilize our key tools, data, and systems
- An ability to work analytically
What we are looking for
- An individual with a strong sense of professional and personal integrity and high ethical standards
- A keen interest in what Dimensional do, how we serve our clients and our place in the industry
- Show initiative, accountability and focus on quality
- Demonstrate curiosity, self-awareness, and maturity
- A problem-solving mindset with a positive attitude looking to refine existing processes
- Must hold, or pass within 6 months of joining, the CFA’s IMC certificate or local equivalent.
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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.
