Client Service Associate – Financial Adviser Services ( Investment Management ) recruitment
Dimensional is an independently-owned company whose primary business is investment management. This gives the firm flexibility to address clients’ investment needs in creative and powerful ways. Dimensional was founded in 1981 on a set of ideas that revolutionised financial economics: it is possible to add value without trying to pick stocks or bonds or outguess the market. In markets where securities are freely traded, their prices are almost always fairly valued which provides an opportunity for investors to benefit from the natural relationship that exists between risk and return. By systematically focusing on the dimensions of risk that are worth taking—and avoiding those that are not—Dimensional’s strategies are designed to deliver higher expected returns. Implementation is critical. Keeping costs low will increase net returns. Value can be added through the use of cutting-edge portfolio management and trading techniques.
Position:
This position will be responsible for supporting Regional Directors and Client Services team in business development and retention activities.
Responsibilities:
• Communicate directly with financial adviser clients on fund information and service offering
• Assist in update of marketing materials and charts, including website and newsletters
• Provide monthly and quarterly reports to clients and service providers
• Provide data and strategy descriptions to researcher and platform databases
• Assist in construction of portfolio analysis and regression analysis presentations for financial adviser clients
• Update performance figures, money reports, board reports etc.
• Liaise with WRAP providers with regard to Financial Adviser client relationships
• Develop robust understanding of adviser business practices
• Develop knowledge of internal software (e.g. Asset Allocation tools)
• Develop understanding of capital market research and application to portfolio management
• Train financial advisers in asset allocation and portfolio construction using proprietary software
• Communicate and assist financial adviser clients at educational events run by Dimensional
Qualifications:
• Bachelor's degree, with proven success
• Background or strong interest in finance/investments
• Strong analytical skills
• Solid quantitative problem-solving skills
• Excellent communication and interpersonal skills
• Detail-oriented
• Able to work equally well in a team environment and independently
• Self-starter who is capable of managing multiple projects and meeting deadlines
• Strong computer skills (Excel) with the ability to learn programs as needed
Due to the number of applications we receive, we will only be able to respond to successful applicants.
Dimensional is committed to equal opportunities for all employees and job applicants. Employment with Dimensional is conditional upon evidence of your entitlement to work in the United Kingdom and successful completion of the Company’s background checking process.