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Client associate • austin tx

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Senior Associate, Global Client Group (National Relationship Group)

Dimensional Fund AdvisorsAustin
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The Global Client Group (GCG) is Dimensional’s distribution arm, comprising sales channels that target a diverse client set.By putting the client first, we strive to transform the way the world inv...[internal_linking.show_more]

Client Partner

Shift ParadigmAustin, TX, US
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The Opportunity As a Client Partner, you'll be the strategic partner clients turn to when they need to solve complex challenges.You'll drive commercial success across your portfolio while building ...[internal_linking.show_more]

Client Rep

Queen City PromotionsAustin, TX, US
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Kickstart Your Career as a Client Rep!.Calling all recent grads & ambitious go-getters!.Want a job where you can meet new people, make a difference, and have fun doing it? Join our team as a Client...[internal_linking.show_more]

Client Support Advisor

AO Globe LifeAustin, TX, US
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AO Globe Life is hiring Remote Benefit Managers to serve the veteran community through virtual consultations.In this role, you will meet with veterans and their families to help them understand and...[internal_linking.show_more]

Client Success Manager

TradeJobsWorkForce78705 Austin, TX, US
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Client Success Manager Job Duties: Train CS team in the coaching/management process for clients in regards to hitting goal metrics in the areas of lead generation, lead nurture, sales, and retentio...[internal_linking.show_more]

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Registered Wealth Management Client Associate

Bank of AmericaAustin
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This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs).Key responsibilities include supporting enterprise strategic objectives, operational ex...[internal_linking.show_more]

Associate Director - Client Agreements (Conflicts & Compliance)

Husch BlackwellAustin, TX, US
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United States, serving clients with domestic and international operations.At Husch Blackwell we believe that diverse, equitable and inclusive teams lead to better outcomes.Husch Blackwell is commit...[internal_linking.show_more]

Private Client Relationship Associate

Brown AdvisoryAustin, TX, United States
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Private Client Service delivers highly customized and comprehensive service to our clients.As a key member of this team, the Relationship Associate will execute on a range of client requests while ...[internal_linking.show_more]

Client Relations Coordinator

DMCAAustin, TX, USA
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De Mott, Curtright & Armendáriz, LLP is a stable and fast-paced immigration law firm that's passionate about helping people and we're looking for a bright and compassionate.Bilingual Client Relatio...[internal_linking.show_more]

Client Solutions Consultant

BentoBoxAustin, TX, United States
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Calling All Innovators - Find Your Future At Fiserv.We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world.We connect financial insti...[internal_linking.show_more]

Client Success Manager

AbrigoAustin, Texas
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Develop a deep understanding of our clients' business objectives, challenges, and pain points.Serve as the primary point of contact for assigned clients, maintaining regular communication, and prov...[internal_linking.show_more]

Associate, Client Communities

Dimensional Fund AdvisorsAustin, TX, United States
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The Communities Team brings clients into our circle to learn from one another, hone their craft and grow and scale their businesses, which in turn helps Dimensional bring our way of investing to mo...[internal_linking.show_more]

Client Services Associate

TradeJobsWorkforce78716 Austin, TX, US
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As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person.Finance to provide...[internal_linking.show_more]

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Client Educator

Serenity Mental Health CentersAustin, TX, US
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Ready to take your customer-facing experience and channel it into a role where your drive and results actually matter? At Serenity, we help clients understand and start life-changing programs — and...[internal_linking.show_more]

Client Support Specialist

Frontline Source GroupAustin, TX, US
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Join a dynamic client as a Client Support Specialist in Austin Texas! This direct-hire role is perfect for proactive, professionals ready to deliver outstanding client support and manage orders and...[internal_linking.show_more]

Associate, Client Advisory

PathstoneAustin, TX, United States
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Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments.We are united by a clear purpose: to help clients pursue thei...[internal_linking.show_more]

Operations / Client Service Associate

RIA RecruitingAustin, Texas, United States
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Guiding Financial is a boutique RIA based in Austin, TX operating as a quasi–family office for ultra–high-net-worth families.We provide disciplined investment management grounded in evidence-based ...[internal_linking.show_more]

Client Success Manager

Yellowstone LocalAustin, TX, US
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Most CSM roles are customer service with a nicer title.This job is for someone who can lead business owners who are busy, stressed, and often stuck in old habits.They do not need a friendly check-i...[internal_linking.show_more]

PATIENT/ CLIENT DRIVER

Maryland.govCaroline
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The main purpose of this position is to provide non-emergency medical transportation for the Caroline County Health Department in a safe, professional, efficient and courteous manner.Six months of ...[internal_linking.show_more]

Senior Associate, Global Client Group (National Relationship Group)

Senior Associate, Global Client Group (National Relationship Group)

Dimensional Fund AdvisorsAustin
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  • [job_card.full_time]
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Job Description:

The Global Client Group (GCG) is Dimensional’s distribution arm, comprising sales channels that target a diverse client set. By putting the client first, we strive to transform the way the world invests, and our solutions are a testament to the value provided to our clients. GCG is responsible for developing new business relationships as well as managing current relationships with our global clients. We take the time to understand clients’ evolving needs, identifying where we can add value and collaborating to provide a better investment experience.

Our National Relationship Group (NRG) is responsible for working with independent RIA and independent broker/dealer affiliated financial advisors across the country. The Senior Associate will lead relationship management and sales activities directly with financial advisors. They will also support Regional Directors in business development and client retention activities.

Responsibilities:

  • Articulating complex investment principles and capital market research to financial advisors
  • Educating financial advisors on why and how our portfolio solutions are constructed and work the way they do
  • Interacting with advisors on practice management related issues
  • Uncovering both opportunities and vulnerabilities with current clients through outbound phone calls
  • Executing on regional roadshows that bring Dimensional resources out into the field
  • Responding to or delegating inbound client requests and ensuring timely deliverables
  • Delivering live and recorded studio webinars on various topics
  • Developing a robust understanding of the advisor industry and related business practices

Qualifications:

  • 5+ years of experience in the Financial Services/Investment industry
  • Graduate degree (MBA), CFA or CFP certifications preferred.
  • Proactive desire to learn
  • Strong desire to engage clients across multiple mediums
  • Solid problem-solving skills
  • Excellent verbal and written communication and interpersonal skills
  • Detail-oriented
  • Able to work equally well in a team environment and independently
  • Self-starter who is capable of managing multiple projects and meeting deadlines
  • Strong computer skills (Excel and Access) with the ability to learn programs as needed
  • SIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses are required and must be obtained within the first 12 weeks of hire as a condition of employment

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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.