Senior Associate, Client Relationship Management Specialist

1 month ago

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

Job Title: Senior Associate, Client Relationship Management

Job Summary:

We are seeking a highly motivated and experienced Senior Associate to join our Global Client Group in the 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.
  • 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.

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.

About Dimensional:

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.

  • Senior Associate, Client Relationship Management Specialist

    3 weeks ago

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

    Job Title: Senior Associate, Client Relationship ManagementJob Summary:We are seeking a highly motivated and experienced Senior Associate to join our Global Client Group in the 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...

  • Senior Associate, Client Relationship Management Specialist

    3 weeks ago

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

    Job Title: Senior Associate, Client Relationship ManagementJob Summary:We are seeking a highly motivated and experienced Senior Associate to join our Global Client Group in the 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...

  • Senior Associate, Client Relationship Management Specialist

    1 month ago

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

    Job Overview:Senior Associate, Client Relationship Management - UK Wealth Management TeamThe team focuses on acquiring long-term business partnerships and expanding the firm's presence in the market. They collaborate with financial institutions and wealth management firms to provide specialized support, ensuring top-notch client experiences. Innovation is...

  • Senior Associate, Client Relationship Management Specialist

    2 months ago

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

    Job Overview:Senior Associate, Client Relationship Management - UK Wealth Management TeamThe team focuses on acquiring long-term business partnerships and expanding the firm's presence in the market. They collaborate with financial institutions and wealth management firms to provide specialized support, ensuring top-notch client experiences. Innovation is...

  • Senior Associate, Client Relationship Management Specialist

    2 months 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...

  • Senior Associate, Client Relationship Management Specialist

    2 months 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...

  • Client Relationship Management Senior Associate

    1 month ago

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

    Position Overview:Client Relationship Management Senior Associate - UK Wealth Management DivisionThis division is dedicated to fostering enduring client partnerships and enhancing the firm's market footprint. The team collaborates with institutions and financial advisors to deliver tailored support, ensuring exceptional client interactions. Innovation is...

  • Client Relationship Management Senior Associate

    3 months ago

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

    Position Overview:Client Relationship Management Senior Associate - UK Wealth Management DivisionThis division is dedicated to fostering enduring client partnerships and enhancing the firm's market footprint. The team collaborates with institutions and financial advisors to deliver tailored support, ensuring exceptional client interactions. Innovation is...

  • Senior Associate, EMEA Relationship Management Specialist

    3 weeks ago

    London, Greater London, United Kingdom Ares Management Corporation Full time

    Job SummaryAres Global Client Solutions is seeking a skilled Senior Associate to join our EMEA Relationship Management team. As a key member of our team, you will be responsible for managing relationships and creating customized solutions for EMEA insurance companies.Key ResponsibilitiesSupport the EMEA Relationship Management team in structuring solutions...

  • Senior Associate, EMEA Relationship Manager

    1 month ago

    London, Greater London, United Kingdom Ares Management Corporation Full time

    Job Summary:Ares Global Client Solutions is seeking a skilled Senior Associate, EMEA Relationship Management to join our team. As a key member of our EMEA Relationship Management team, you will play a critical role in fundraising across all strategies of the firm, including credit, private equity, real estate, infrastructure, and secondaries to institutional...

  • Senior Associate, EMEA Relationship Manager

    1 month ago

    London, Greater London, United Kingdom Ares Management Corporation Full time

    Job Summary:Ares Global Client Solutions is seeking a skilled Senior Associate, EMEA Relationship Management to join our team. As a key member of our EMEA Relationship Management team, you will play a critical role in fundraising across all strategies of the firm, including credit, private equity, real estate, infrastructure, and secondaries to institutional...

  • Senior Associate, EMEA Relationship Manager

    4 weeks ago

    London, Greater London, United Kingdom Ares Management Corporation Full time

    Job Summary:Ares Global Client Solutions is seeking a skilled Senior Associate, EMEA Relationship Management to join our team. As a key member of our EMEA Relationship Management team, you will play a critical role in fundraising across all strategies of the firm, including credit, private equity, real estate, infrastructure, and secondaries to institutional...

  • Senior Associate, EMEA Relationship Manager

    4 weeks ago

    London, Greater London, United Kingdom Ares Management Corporation Full time

    Job Summary:Ares Global Client Solutions is seeking a skilled Senior Associate, EMEA Relationship Management to join our team. As a key member of our EMEA Relationship Management team, you will play a critical role in fundraising across all strategies of the firm, including credit, private equity, real estate, infrastructure, and secondaries to institutional...

  • Senior Associate, EMEA Relationship Management

    2 weeks ago

    London, Greater London, United Kingdom Ares Management Corporation Full time

    Job Summary:Ares Global Client Solutions seeks a skilled Senior Associate to join our EMEA Relationship Management team. As a key member of our team, you will be responsible for managing relationships and creating customized solutions for EMEA insurance companies.Key Responsibilities:Support the EMEA Relationship Management team in structuring solutions and...

  • Senior Client Relationship Manager

    4 days ago

    London, Greater London, United Kingdom Slaughter and May Full time

    About the RoleSlaughter and May is seeking a skilled Senior Client Relationship Manager to join its Global Client Development (GCD) team. The successful candidate will play a crucial role in enhancing client relationships, driving client value, and identifying new business opportunities.Key ResponsibilitiesManage the firm's Client Relationship Management...

  • Senior Client Relationship Manager

    2 weeks ago

    London, Greater London, United Kingdom Ambition Europe Limited Full time

    Job Title: Senior Client Relationship ManagerAmbition Europe Limited is seeking a highly skilled Senior Client Relationship Manager to join the Client Development team. This role is crucial in managing the Client Relationship Management Programme.Key Responsibilities:Lead the coordination and management of the client programme, ensuring smooth and effective...

  • Senior Associate, EMEA Relationship Manager

    4 weeks ago

    London, Greater London, United Kingdom Ares Management Corporation Full time

    Job Summary:Ares Global Client Solutions is seeking a skilled Senior Associate to join our EMEA Relationship Management team. As a key member of our team, you will be responsible for managing relationships and creating customized solutions for EMEA insurance companies.Key Responsibilities:Support the EMEA Relationship Management team in structuring solutions...

  • Senior Associate, EMEA Relationship Manager

    4 weeks ago

    London, Greater London, United Kingdom Ares Management Corporation Full time

    Job Summary:Ares Global Client Solutions is seeking a skilled Senior Associate to join our EMEA Relationship Management team. As a key member of our team, you will be responsible for managing relationships and creating customized solutions for EMEA insurance companies.Key Responsibilities:Support the EMEA Relationship Management team in structuring solutions...

  • Senior Client Relationship Manager

    1 month ago

    London, Greater London, United Kingdom Blue Legal Full time

    Senior Client Relationship ManagerBlue Legal is seeking a seasoned Senior Client Relationship Manager to support our Private Capital practice group in London. As a key member of our team, you will be responsible for developing and implementing comprehensive account plans to drive revenue growth and deliver exceptional client experiences.Key...

  • Senior Client Relationship Manager

    1 month ago

    London, Greater London, United Kingdom Blue Legal Full time

    Senior Client Relationship ManagerBlue Legal is seeking a seasoned Senior Client Relationship Manager to support our Private Capital practice group in London. As a key member of our team, you will be responsible for developing and implementing comprehensive account plans to drive revenue growth and deliver exceptional client experiences.Key...