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Client associate Jobs in Austin, TX

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Client associate • austin tx

Last updated: 1 day 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 Success Manager

TradeJobsWorkForce78716 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

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

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

Private Client Relationship Associate

Brown AdvisoryAustin, TX, United States
Full-time

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 ...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 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

Client Implementation Lead

INTX Insurance SoftwareAustin, TX, US
Full-time
Quick Apply

INTX is a complete Insurance Operating System purpose-built for specialty P&C carriers, MGAs, captives, and reinsurers.We unify policy, billing, claims, reinsurance, and reporting into a single, co...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

Client Service Representative

VCAAustin, TX
Full-time

Customer Service Representative (CSR).VCA Ben White Animal Hospital – South Austin, Texas.VCA Ben White Animal Hospital is seeking a dedicated and enthusiastic.Customer Service Representative.We ar...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 Success Specialist

WeInfuseAustin, TX, United States
Full-time

Great organizations are made of great people, and we're looking to fill a Client Success Specialist role on our growing team.The primary responsibility is providing excellent support to our new and...Show more

Client Service Representative

Banfield Pet HospitalAustin/Mueller TX
Full-time +1

If you are a current associate, you will need to apply through our internal career site.Please log into Workday and click on the Jobs Hub app or search for Browse Jobs.This posting will remain open...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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