Associate, Client Services
Dimensional Fund Advisors · Austin, TX · 1 mo ago
HybridCustomer ServiceFull-time
Responsibilities
- Track the status, coordination, priorities, and costs for all internal and external cohorts
- Manage the planning cycle and scheduling for leadership, facilitators, and client representatives
- Prepare and transmit cohort-facing communications before, during, and following cohorts
- Drive logistical coordination with the Events Team, Marketing Team, and Client Communications Team to develop strategy for each training as needed
- Manage any projects or enhancements to processes as needed
- Maintain, customize, and fulfill all materials, collateral, and consumables
- Contribute to sales training from start to finish, including analyzing attendee demographics, identifying key topics covered by a cohort, assisting facilitation of cohort, fostering productive onsite experience
Requirements
- Bachelor's degree required with a strong academic record
- 1-3 years of work experience (including internships)
- Strong project management skills including project planning, time management, organization
- Excellent verbal and written communication and interpersonal skills
- Detail-oriented
- Ability to work equally well in a team environment and independently
- Proactive and enthusiastic approach to problem solving, and an inclination to think outside the box and lead with creativity
- Strong computer skills with the ability to learn programs as needed
- Willingness to travel
- SIE, Series 7, and Series 66 licenses (or attainment within the first 12 weeks of hire as a condition of employment)
Qualifications
- Willingness to travel
Skills
- Project management
- Communication
- Organizational skills
- Computer skills
- Problem-solving
- Teamwork
Benefits
- Comprehensive benefits
- Educational initiatives
- Special celebrations of history, culture, and growth
Pay
Not specified
Schedule
Not specified