Senior Associate, Client Relationship Management Specialist

6 days ago

London, Greater London, United Kingdom Dimensional Fund Advisors Full time

Job Summary:

The Global Client Group at Dimensional Fund Advisors is seeking a highly skilled Senior Associate to join our UK Wealth Management Team. As a Senior Associate, you will play a key role in delivering high-quality relationship management, efficient query resolution, and highly detailed technical investment support to our clients.

Key Responsibilities:

  • Support Regional Directors with all aspects of relationship management and business development for both new and existing clients.
  • Actively empowered to lead on an agreed group of organisations and implement a proactive outreach strategy.
  • Attend and lead appropriate meetings with clients and prospects.
  • Develop and maintain client-facing presentations and other aspects of business procurement, such as RFPs, DDQs, and other questionnaires.
  • Work closely with others across Dimensional, both locally and globally, to manage projects and initiatives for the Global Client Group.
  • Strong articulation of Dimensional's investment approach and how it 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 prioritization 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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