Associate, Client Services (Sydney or Melbourne)

Associate, Client Services (Sydney or Melbourne)

Dimensional | melbourne, VIC, AU

Posted a month ago

Apply Now


Notes to applicants:

  • Most roles at Dimensional will be part of our best-of-both hybrid working model. This includes working together in the office on Tuesdays, Wednesdays and Thursdays, and choosing to work where one works best on Mondays and Fridays. This maximizes in person collaboration and interaction while simultaneously providing flexibility. This broad universal approach applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.
  • Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.
  • Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.
  • 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

    The Opportunity

    With initiative and proven success, the 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 Associate will support the development and delivery of these services to clients across Australia and NZ.

    There is flexibility for the successful candidate to be based in our Sydney or Melbourne office.

    The Role

    The Associate, Client Services will be responsible for the following:

    Practice Management

  • Assist delivery of the Global Adviser Study

  • Assist delivery of the Global Investor Study

  • Assistance development of Practice Management presentations

  • Assisting delivery of Future Firm

  • Support Regional Director with preparation and participation in client meetings

  • Support Regional Director develop and deliver practice management offer

  • Assisting with and participation in liaison with sales team (GCG) and US and EMEA PM team liaison

  • Conferences, Webcasts and Communities

  • Coordinate with Marketing team on promotion of events, conferences & webcasts

  • Manage speaker assignments for Foundation Conferences

  • Assist with the development and delivery of marquee conferences – Practice Management Symposium, NZ Investment Symposium, Advanced Conference

  • Assist development and delivery of national webcast program

  • Collaborate with subject matter experts and the marketing team to produce presentations for speakers

  • Collaborate with marketing and events teams to ensure high level communication pre and post conference/event

  • Manage webcast recording and publication

  • Manage CPD accreditation

  • Assist with the development and communication of quarterly resources for clients and regional directors

  • Assist with the coordination and delivery of Dimensional communities program.

  • Qualifications

  • Bachelor's degree required with a strong academic record

  • 1-2 years’ experience in the Financial Services Industry (including internships)

  • 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

  • Intention to pursue outside investment-related education (e.g., MBA, CFA, CFP)

  • 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 employment opportunity for all applicants and employees. The Company does not unlawfully discriminate on the basis of race, color, religion, creed, sex, gender, gender identity, gender expression, national origin, age, disability, genetic information, ancestry, medical condition, marital status, covered veteran status, citizenship status, sexual orientation, or any other protected status. This policy applies to all areas of employment including recruitment, hiring, training, job assignment, promotion, compensation, benefits, transfer, discipline, termination, and social and recreational programs.