Institutional Client Relations Associate

Dimensional Fund Advisors; Austin (TX); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Comprehensive benefits

Educational initiatives

Celebrations of history and culture

Job summary

Dimensional Fund Advisors in Austin, Texas is looking for an Associate to support the Global Client Group. The role includes assisting Regional Directors, preparing client presentations, and managing data for institutional clients. Candidates should have a Bachelor's degree, a strong interest in Financial Services, and at least 2 years of relevant experience.

An organized, proactive team player with excellent communication skills is essential. Opportunities for professional growth and participation in diverse benefits programs are also offered.

Qualifications

• Bachelor's degree required with a strong academic record.
• Background or strong interest in the Financial Services Industry.
• 2+ years of work experience in Financial Services or similar field preferred.
• SIE, Series 7, Series 63/66 licenses within the first 8 weeks of hire.

Responsibilities

• Support the day‑to‑day activities of Regional Directors and Senior Associates.
• Prepare presentation materials for institutional clients and prospects.
• Compile performance data and analytical materials for meetings.
• Provide quality control for data in client reports.
• Facilitate completion of due diligence requests.

Skills

Detail-oriented

Organized

Proactive

Team-player

Excellent communication skills

Strong computer skills (Excel and Word)

Quantitative problem-solving skills

Education

Bachelor's degree

Tools

CRM database

Excel

Word

Job description

Dimensional Fund Advisors in Austin, Texas is looking for an Associate to support the Global Client Group. The role includes assisting Regional Directors, preparing client presentations, and managing data for institutional clients. Candidates should have a Bachelor's degree, a strong interest in Financial Services, and at least 2 years of relevant experience.

An organized, proactive team player with excellent communication skills is essential. Opportunities for professional growth and participation in diverse benefits programs are also offered.