Associate, Client Services

**Global Client Services Group**
Global Client Services Group (GCSG) collaborates with our sales teams, as well as departments across Dimensional, to deliver an impeccable client experience and provide strategic resources to our clients. The Singapore Client Servicing Team sits within Global Client Group and services Dimensional's sales channels across Asia ex Japan institutional businesses by providing a broad suite of highly customized reports along with a suite of standardized solutions. These reports include due diligence questionnaires, reconciliations, requests for information and board reports, and client review questionnaires to meet our clients reoccurring reporting needs.

**The Opportunity**
As an Associate you will be responsible for generating reports for the institutional sales team to assist in building, maintaining and strengthening client relationships.

Reporting directly to the Manager, Client Services, this position is based in our Singapore office and is a fantastic opportunity for someone who demonstrates drive, ambition, and initiative.

**Responsibilities**:

- Generate a large volume of standard and custom weekly, monthly and quarterly reports to institutional clients, consultants and service providers.
- Provide performance data and prepare analytical material used during client reviews and presentations.
- Provide quality control for client reports and requests and support day-to-day activities.
- Assist with initial fundings, ad-hoc transactions, responding to ad-hoc client servicing queries and managing other recurring client deliverables.
- Responsible for coordinating due diligence and client questionnaires.
- Database maintenance and compilation of business statistics.
- Maintain accurate client and consultant information and reporting records in the CRM system.
- Identify and develop processes or methodologies that improve service to clients.
- Provide assistance to senior members of the team where necessary.

**Qualifications**:

- Bachelor's Degree in Finance, Business, Economics or related field (with strong academic results).
- At least 2 years’ experience in the financial services industry.
- Demonstrable track record delivering an exemplary client service.
- Proven analytical and numeracy skills with a high attention to detail.
- Background or strong interest in finance/investments.
- Solid written and verbal communication and interpersonal skills.
- Ability to work effectively in a fast-paced environment and to tight deadlines.
- Confident self-starter capable of managing multiple projects.
- Strong computer skills with proficiency in Excel, PowerPoint and Word.
- COVID-19: You must be fully-vaccinated for COVID-19 to be hired for this role, except as otherwise provided by law. Vaccination status will be verified prior to hire.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.