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Client associate Jobs in Austin, TX

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Client associate • austin tx

Last updated: 4 hours ago

Senior Associate, Global Client Group (National Relationship Group)

Dimensional Fund AdvisorsAustin
Full-time

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...Show more

Client Rep

Queen City PromotionsAustin, TX, US
Full-time
Quick Apply

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...Show more

Client Partner

Shift ParadigmAustin, TX, US
Full-time
Quick Apply

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 ...Show more

Client Support Advisor

AO Globe LifeAustin, TX, US
Full-time
Quick Apply

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...Show more

Associate Client Success Manager

BazaarvoiceAustin
Full-time +1

At Bazaarvoice, we create smart shopping experiences.Through our expansive global network, product-passionate community & enterprise technology, we connect thousands of brands and retailers with bi...Show more

 • New!

Associate Director - Client Agreements (Conflicts & Compliance)

Husch BlackwellAustin, TX, US
Full-time

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...Show more

Client Support Specialist

Hanger ClinicAustin, Texas, US
Full-time +1

With a mantra of Empowering Human Potential, Hanger, Inc.O&P) services and products, offering the most advanced O&P solutions, clinically differentiated programs and unsurpassed customer service.Ha...Show more

Client Support Specialist

Frontline Source Group Holdings, LLC dba dfwHRAustin, TX, US
Permanent
Quick Apply

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...Show more

Client Service Coordinator

Banfield Pet HospitalAustin, TX, US
Full-time

Client Service Coordinator Bilungal (Spanish).SUMMARY OF JOB PURPOSE AND FUNCTION.The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the prod...Show more

Client Relations Coordinator

DMCAAustin, TX, USA
Full-time
Quick Apply

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...Show more

Client Success Manager

TradeJobsWorkForce78731 Austin, TX, US
Full-time

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...Show more

 • Promoted

Client Success Manager

Yellowstone LocalAustin, TX, US
Full-time

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...Show more

Associate, Client Communities

Dimensional Fund AdvisorsAustin
Full-time

Communities: Driving business growth.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 Dimensi...Show more

Client Services Associate

TradeJobsWorkforce78737 Austin, TX, US
Full-time

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...Show more

 • Promoted

Client Educator

Serenity Mental Health CentersAustin, TX, US
Full-time
Quick Apply

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...Show more

Associate, Client Advisory

PathstoneAustin, TX, United States
Full-time

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...Show more

Operations / Client Service Associate

RIA RecruitingAustin, Texas, United States
Full-time

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 ...Show more

Registered Wealth Management Client Associate

Bank of AmericaAustin, TX, United States
Full-time

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.Merrill Wealth Management is one...Show more

Client Services Specialist

All Financial FreedomAustin, Texas, United States
Full-time

This role is well suited for professionals who want to grow into greater responsibility and leadership over time within a professional environment.This role supports a professional, structured envi...Show more

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Senior Associate, Global Client Group (National Relationship Group)

Senior Associate, Global Client Group (National Relationship Group)

Dimensional Fund AdvisorsAustin
30+ days ago
Job type
  • Full-time
Job description

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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