Senior Associate, Client Relationship Management - UK Wealth Management Team

TN United Kingdom; London; Hybrid; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Senior Associate for their UK Wealth Management Team. This role involves supporting business development and client relationship management, ensuring exceptional service delivery. You will collaborate with various teams to enhance client experiences and develop innovative strategies. The ideal candidate will have significant experience in the UK Wealth market, strong analytical skills, and the ability to manage multiple projects effectively. Join a dynamic team that values ambition and initiative, offering genuine career development opportunities in a fast-paced environment.

Benefits

Comprehensive Benefits

Educational Initiatives

Special Celebrations

Flexible Working Hours

Qualifications

• Significant experience in business development and client servicing.
• Proven analytical skills with high attention to detail.

Responsibilities

• Support Regional Directors in relationship management and business development.
• Lead outreach strategies for client engagement.
• Develop client-facing presentations and manage projects.

Skills

Business Development

Client Servicing

Analytical Skills

Time Management

Communication Skills

Education

Bachelor's Degree in Finance

Bachelor's Degree in Business

Bachelor's Degree in Economics

Tools

Excel

PowerPoint

Word

Job description

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Senior Associate, Client Relationship Management - UK Wealth Management Team, London

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Client:

Dimensional Fund Advisors

Location:

London, United Kingdom

Job Category:

Customer Service

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EU work permit required:

Yes

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Job Reference:

10108ca3eb83

Job Views:

10

Posted:

26.04.2025

Expiry Date:

10.06.2025

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Job Description:

Job Description:

Senior Associate, Client Relationship Management - UK Wealth Management Team

The Global Client Group 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 advisorsto 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 UK Wealth Management team is a fast growing, high priority channel for Dimensional, seekingto grow assets with Wealth Managers, Discretionary Fund Managers (DFM’s) and Family Offices throughout the UK. By building strong relationshipswith these organisations, Dimensional is better equipped to understand their investment needs and identify opportunities. The team utilise a detailed knowledge of the broader investment industry and Dimensional’sown investment approach, to connect with prospects and clientsacross the region.

This role reports to the Head of the Client Relationship Group, EMEA but is firmly embedded in the UK Wealth Team and will take leadership and guidance from those within the team.

This is a great opportunity to join a high calibre group of people who demonstrate drive, ambition, and initiative. In return you will be rewarded with genuine career development opportunities.

The Opportunity

As a Senior Associate within EMEA’s Global Client Group, you would be responsible forassisting Regional Directors in carrying out business development, relationship management and client retention activities.

The Senior Associate plays an integral role in delivering high quality relationship management, efficientquery resolution and highly detailed technical investment support. It will be through the application of these deliverables that you will deliver 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.
• Actively empowered to leadon an agreed group of organisations and implement a proactive outreach strategy.
• Attend and lead appropriate meetings with clients and prospects.
• Develop and maintainclient facing presentations and many other aspects of business procurement such as, but not limited to:RFP’s, DDQ’s and other questionnaires.
• Work closely with others across Dimensional, both locally and globally, to manage projects and initiatives for the Global Client Group. You will interact with Marketing, Investment and Portfolio Analytics teams regularly.
• Strong articulation of Dimensional’sinvestment approach and how this benefits clients.
• Identify and develop processes or methodologies that improve service to clients.
• Maintain up-to-date knowledge of our investment strategies.
• Review work, actively mentor, develop, guide and share feedback with new and current team members.
• Foster and leverage relationships with new colleagues and our other DFA offices.

Desirable experience and traits:

• Significant business development and client servicing experience within the UK Wealth or Institutional market.
• Demonstrate a strong record in delivering exemplary client service.
• Proven analytical and numeracy skills with a high attention to detail.
• Excellent time management and prioritisation skills.
• Resourceful and analytical approach.
• Strong written and verbal communication skills with client presentation capability.
• Ability to work effectively in a fast-paced environment and to tight deadlines.
• Confident self-starter capable of managing multiple projects.
• Project management skills highly regarded.
• Bachelor's Degree or equivalent in Finance, Business, Economics or related field - preferred.
• Strong computer skills with proficiency in Excel, PowerPoint and Word.
• Must hold, or pass within 6 months of joining, the CFA IMC certificate.

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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.