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Reporting to the Client Service Manager, the Associate is responsible for working with the Institutional Services team in building, maintaining, and strengthening institutional relationships with clients, prospects, and intermediaries.
You will support the Client Service Manager and the institutional sales regional directors through providing performance data and preparing analytical reporting material for existing clients in Asia ex-Japan, responding to ad-hoc queries and managing other recurring client deliverables; coordinating information required for RFPs; and maintaining accurate client, prospect, and intermediary reporting records in the CRM system.
This role will also provide you with the opportunity to identify and develop processes or methodologies that improve service to external parties and interact with other global DFA teams.
To be successful in this role, you will have bilingual proficiency in English and Korean (both written and oral) and have at least two years of experience within the financial services sector, ideally within a reporting and/or client service function. You will have a Bachelor's degree in Finance, Business, Economics or a related field and will be able to demonstrate satisfactory academic achievement.
You will also be able to demonstrate the following:
Customer centricity, with a true vocation for client service and retention
Ability to develop a thorough understanding of the Firm's investment philosophy and strategies
Background or strong interest in finance/investments
Able to work equally well in a team environment and independently
Strong written and verbal communication skills and ability to interact with both clients and managers in other departments
Self-starter who is capable of completing multiple projects within set deadlines
Strong computer skills with proven proficiency in Excel, Word and PowerPoint; with the ability to learn programs as needed
Experience in Microsoft Dynamics will be well regarded
Strong attention to detail, analytical and numeracy skills
Solid quantitative problem-solving skills
Demonstrates flexibility & resourcefulness when faced with challenges and obstacles
Willing to engage in on-going professional development
Dimensional is a privately-owned global investment firm guided by deep convictions about the power of capital markets and leader in applying advanced financial science to equity and fixed income investment strategies. Headquartered in Austin, Texas, with 12 offices around the world, Dimensional manages $500 billion globally as of April 30, 2017.
For more than 30 years, we have translated research into real-world investment solutions for select financial advisors and institutional clients. Our clients include financial advisory, pension funds, retirement plans, college savings plans, insurance companies, endowments and foundations, and sovereign wealth funds.
Since 1981, our entrepreneurial, collaborative culture has attracted and drawn on exceptionally talented people from both inside and outside of the financial industry—including the academic community. Academic research forms the foundation of all Dimensional investment strategies, and guides the design, management, and implementation of client portfolios. This approach has helped lead to enduring client relationships, many of which date back decades.
Dimensional is an equal opportunity employer which values individual differences and offers global opportunities for its employees.
It is the policy of the Company to provide equal employment opportunity for all applicants and employees. The Company does not unlawfully discriminate on the basis of race, color, religion, creed, sex, gender, gender identity, gender expression, national origin, age, disability, genetic information, ancestry, medical condition, marital status, covered veteran status, citizenship status, sexual orientation, or any other protected status. This policy applies to all areas of employment including recruitment, hiring, training, job assignment, promotion, compensation, benefits, transfer, discipline, termination, and social and recreational programs.