Associate, Client Services

Job Description:

The Client Services Team

Client services are responsible for key strategic initiatives to support Dimensional’s interaction with clients and prospects.

Described broadly by Dimensional 360, the team are responsible for a suite of services available to an elite community of financial professionals who work with our firm. We bring four decades of experience working with financial professionals from diverse disciplines and business models, offering time-tested insights and solutions. Our mission is meet the sophisticated and evolving needs of our clients’ businesses. Dimensional 360 includes professional consulting, events, webcasts, client communities, training and marketing support via mydimensional.com.

The Opportunity

With initiative and proven success, the Analyst/Associate will have the opportunity to develop a broad understanding of Dimensional 360, work closely with our experienced Australian team and draw from extensive experience of our global client services group. The Analyst/Associate will support the development and delivery of these services to clients across Australia and NZ for this 6 month fixed term contract to start mid January 2027.

The Role

The Analyst/Associate, Client Services will support the Senior Associate, Client Services in the delivery of Dimensional Australia and New Zealand’s client and prospect education program primarily via conferences, events, and webcasts.

• Project manage conference themes, agendas, and presenters for internally run conferences including regular Foundations Conferences, and marquee conferences such as the Practice Management Symposium, NZ Symposium, Advanced Conference, and Institutional Symposium.
• Project manage topics and presenters for internally run webcasts across investing, communication and business strategy
• Collaborate with subject matter experts and the marketing team to assist in the production of presentations for speakers
• Collaborate with marketing and events teams to ensure high level communication pre and post conference/event

Qualifications

• Bachelor's degree required with a strong academic record
• 2+ years’ experience in a similar role, Financial Services Industry preferred but not mandatory
• Strong project management skills including project planning, time management, organization
• Excellent organizational skills and ability to manage and prioritize multiple projects at once
• Ability to quickly and effectively respond to rapidly changing business needs
• Excellent verbal and written communication and interpersonal skills
• Detail-oriented
• Ability to work equally well in a team environment and independently
• Strong computer skills with the ability to learn programs as needed

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.

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.