Global Institutional Client Associate

Dimensional Fund Advisors; Charlotte (NC); Hybrid; USD 60,000 - 80,000; Full time

Job summary

Dimensional Fund Advisors in Charlotte is seeking an Associate for their Global Client Group. This role involves supporting relationship management and analytical efforts, particularly with institutional clients and consultants. Candidates should have a background in Financial Services and must be detail-oriented and proactive.

Associates will prepare presentation materials, compile performance data, and maintain CRM databases while collaborating with various internal teams to ensure excellent client service.

Qualifications

• Bachelor's degree required with a strong academic record.
• 2+ years of work experience preferred in the Financial Services.
• Detail-oriented, organized, proactive, team-player.

Responsibilities

• Support day-to-day activities of the team’s Regional Directors.
• Prepare presentation materials for client meetings.
• Compile performance data and provide quality control for client reports.

Skills

Financial Services knowledge

Analytical skills

Written and verbal communication

Proactivity

Detail-oriented

Education

Bachelor's degree

Tools

Excel

Word

Job description

Dimensional Fund Advisors in Charlotte is seeking an Associate for their Global Client Group. This role involves supporting relationship management and analytical efforts, particularly with institutional clients and consultants. Candidates should have a background in Financial Services and must be detail-oriented and proactive.

Associates will prepare presentation materials, compile performance data, and maintain CRM databases while collaborating with various internal teams to ensure excellent client service.