Associate, Client Services
Dimensional Fund Advisors · Austin, TX
- On site
- Full-time
- $75,000 / year
- Austin, TX
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Job highlights
- Manage client sales training operations.
- Coordinate internal and external cohorts.
- Handle logistics and communications.
- Support sales teams and clients.
- Requires 1-3 years experience.
About the role
About the Role
The Global Client Group (GCG) leads Dimensional’s effort to grow our business, through both increasing existing relationships and developing new client relationships. The Client Services Team is responsible for strategically supporting GCG’s sales efforts and our clients in several areas, including virtual communications, conferences, client events, industry events, Practice Management, and Dimensional Way of Selling. In this role, you will specialize in running operations for the Way of Selling curriculum, supporting operational responsibility for both internal and client-facing cohorts year-round. A typical Way of Selling experience brings together a team of colleagues with facilitators to practice refined selling behaviors, and combines elements of meetings, conferences, and webinars. The operational lifecycle of logistics, planning, and staging for a Way of Selling cohort usually spans months before and weeks after the event.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
Qualifications
- 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
- Ability to quickly and effectively respond to rapidly changing business needs and urgent requests
- 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)
- This role is not eligible for immigration sponsorship
What Dimensional Offers
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.Equal Opportunity Employer
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.Key skills/competency
- Client Services
- Sales Training Operations
- Project Management
- Event Logistics
- Client Relationship Management
- Communication Skills
- Detail Orientation
- Problem Solving
- Team Collaboration
- Dimensional Way of Selling
Skills & topics
- Client Services Associate
- Sales Training
- Operations Management
- Project Management
- Event Logistics
- Client Relations
- Dimensional Fund Advisors
- Financial Services
- Sales Enablement
- Cohort Management
How to get hired
- Tailor your resume: Highlight project management, client support, and operational experience relevant to sales training.
- Showcase communication skills: Emphasize your ability to manage stakeholder relationships and convey information clearly.
- Demonstrate problem-solving: Provide examples of how you've proactively addressed challenges and thought creatively.
- Prepare for licensing: Be ready to discuss your plan for obtaining SIE, Series 7, and Series 66 licenses.
- Express enthusiasm: Convey your proactive and creative approach to problem-solving in your application and interviews.
Technical preparation
Master project management tools.,Familiarize with CRM systems.,Practice virtual communication platforms.,Understand sales process basics.
Behavioral questions
Describe a complex project you managed.,How do you handle urgent requests?,Give an example of teamwork success.,How do you prioritize competing tasks?
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Frequently asked questions
- What are the key responsibilities for an Associate, Client Services at Dimensional Fund Advisors?
- As an Associate, Client Services at Dimensional Fund Advisors, you will primarily be responsible for managing the operational aspects of the 'Way of Selling' curriculum. This includes tracking cohort status, managing planning and scheduling, communicating with participants, coordinating with internal teams like Events and Marketing, and maintaining training materials. You'll be involved from the initial analysis of attendee demographics to assisting with facilitation and ensuring a productive experience.
- What qualifications are essential for the Associate, Client Services role at Dimensional Fund Advisors?
- To be considered for this Associate, Client Services position at Dimensional Fund Advisors, you need a Bachelor's degree with a strong academic record and 1-3 years of work experience, including internships. Key skills include strong project management, excellent communication, detail-orientation, the ability to work independently and in a team, and a proactive problem-solving approach. Computer proficiency and a willingness to travel are also required. Additionally, you must be willing to obtain SIE, Series 7, and Series 66 licenses within your first 12 weeks.
- Is there an opportunity for growth within the Client Services team at Dimensional Fund Advisors?
- While the job description for the Associate, Client Services role doesn't explicitly detail growth paths, Dimensional Fund Advisors emphasizes career development through educational initiatives. The nature of supporting sales efforts and client relationships suggests opportunities to deepen expertise in client management, operations, and sales enablement, which can lead to further advancement within the Global Client Group or other areas of the firm.
- What is the 'Dimensional Way of Selling' curriculum mentioned in the Associate, Client Services job description?
- The 'Dimensional Way of Selling' curriculum is a core sales training program at Dimensional Fund Advisors. It's designed to bring together colleagues and facilitators to practice and refine selling behaviors. The program incorporates elements of meetings, conferences, and webinars, and its operational lifecycle involves extensive planning, logistics, and staging over several months before and weeks after each cohort.
- Does Dimensional Fund Advisors offer support for obtaining the required licenses for the Associate, Client Services role?
- Yes, Dimensional Fund Advisors requires candidates to obtain SIE, Series 7, and Series 66 licenses within the first 12 weeks of employment as a condition of this Associate, Client Services role. While the job description doesn't specify the exact nature of the support, companies typically offer resources, study materials, and potentially paid time for exam preparation to help new hires meet these licensing requirements.