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About the Role
The Client Reporting Team services all of Dimensional's sales channels globally by providing customized reports, standardized solutions, due diligence questionnaires, reconciliations, and requests for information. This role supports client services teams to build, maintain, and strengthen global client relationships, with opportunities to work directly with clients and intermediaries.
Responsibilities
- Generate a large volume of standard and custom weekly, monthly, and quarterly reports to clients, consultants, and service providers.
- Provide quality control for client reports and requests and support day-to-day activities.
- Complete due diligence and client questionnaires.
- Investigate and address client inquiries by evaluating client-specific circumstances and collaborating across departments to formulate responses, communicating findings to senior staff.
- Deliver and maintain data integrity with intermediaries, data vendors, and research houses.
- Prepare materials used by Portfolio Management, Global Client Group, Marketing, and Presentations.
- Develop a robust understanding of Dimensional’s investment philosophy and process.
- Seek opportunities for professional development.
Requirements
- Bachelor’s degree with strong academic record
- Professional experience preferred
- Exceptional communication skills, both verbal and written
- Display extreme attention to detail while maintaining a focus on client deadlines
- Team oriented – ability to apply analytical and decision-making skills in a global collaborative environment
- Self-starter with the ability to work well in a fast-paced environment and capable of managing multiple projects and meeting deadlines
- Proficiency in Microsoft Office (Excel, Word & PowerPoint) and a willingness to learn new programs
- This role is not eligible for immigration sponsorship
Skills
- Microsoft Office (Excel, Word & PowerPoint)
Location
- Hybrid
Work Type
- Hybrid
Experience Level
- Professional experience preferred
Education Level
- Bachelor’s degree
Benefits
- Comprehensive benefits
- Educational initiatives
- Special celebrations of our history, culture, and growth
About the Company
- The Client Reporting Team services all of Dimensional's sales channels across the globe by providing a broad suite of highly customized reports along with a suite of standardized solutions.
- These reports include due diligence questionnaires, reconciliations and requests for information to meet our clients reoccurring reporting needs.
- To complete this high volume of deliverables, the team provides end-to-end managed solutions with internal report generation tools and a secure website, which provides additional tools to elevate the client experience.
- We work with nearly all teams across the firm to compile data that the clients require, package it in a user-friendly format, and distribute for consumption.
Equal Opportunity
- It is the policy of the Company to provide equal opportunity for all employees and applicants.
- The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.