Associate, Client Services

The Client Services Team is responsible for key strategic initiatives to support Dimensional’s interaction with clients and prospects. The team is 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 to 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 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 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. Responsibilities include:

• Project managing 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 managing topics and presenters for internally run webcasts across investing, communication and business strategy.
• Collaborating with subject matter experts and the marketing team to assist in the production of presentations for speakers.
• Collaborating 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, 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, stalking, 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.

At Dimensional, we want to change the way the world thinks about investing. As a leading global investment firm, we offer systematic, value-added investment solutions based on robust science and thoughtful implementation. Our global team includes more than 1,600 passionate people with diverse experiences, education, strengths, and talents. With a learning mindset rooted in academia and powered by the great ideas in finance, we pursue what we believe are the strongest investment solutions, while providing a world-class client experience.

Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays.

The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use.

If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.

Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.