Analyst, Client Services in München bei Dimensional Fund Advisors

Analyst, Client Services (M/W/D) in München bei Dimensional Fund Advisors

Dimensional Fund Advisors

Notes to applicants:

Most roles at Dimensional will be part of our best-of-both hybrid working model. This includes working together in the office on Tuesdays, Wednesdays and Thursdays, and choosing to work in the office or remotely on Mondays and Fridays. This maximizes in person collaboration and interaction while simultaneously providing flexibility. This broad universal approach applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.
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Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.
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Job Description:

Analyst, Client Services (M/W/D)

The Client Service Analyst is responsible for supporting the client servicing and sales efforts within Dimensional’s EMEA Client Group.

This role is an ideal opportunity to break into the Investment Management industry and gain a full understanding of a Client-Orientated sales and service department and contribute to the team through role-specific goals.

The individual we are looking for will need to demonstrate an ability to be task orientated and possess a keen focus on attention to detail as a primary contributor to team workflow. The individual will also need to demonstrate their interest in getting to know Dimensional’s client service and business development efforts. In return you will receive best in class on the job training across multiple skills and disciplines and be able to collaborate and contribute to a team-based and inclusive environment.

This is an entry level opportunity where we are seeking attitude and aptitude over experience, but more experienced individuals or career changers are equally as welcome. We believe we can upskill individuals who demonstrate intellectual curiosity and want to build a career within Sales and Relationship Management. The role will be located in Munich.

Typical Duties & Responsibilities

Support the team with the preparation of Events materials and client material e.g., prospecting packs, portfolio review books and ad-hoc presentations
Administration including meeting preparation, client record keeping, basic market analytics, investment analysis and other ad-hoc duties
Own certain regulatory and client reporting deliverables
Maintain records for our client and prospect pipelines
Assist with sales research and support
Support various aspects of channel-specific events (organizing and preparation)
Be able to demonstrate an understanding about the firm’s products, our investment process, our systems, and our investment philosophy
Continually review and seek out improvements to our processes and procedures
Ensure necessary client data is accurate and up to date
Upon individual certification, the role will include;
- Ad-hoc Client interactions (responding to client queries, etc)
- Involvement in Client-facing events and various types of Marketing activities

Knowledge and Skills required

Demonstrate a keen interest to become Client-Facing
Understands the importance of the ‘Client Experience’
Display and improve essential skills—professionalism, effective communication, identifying team needs, accuracy, and quality work
Gain a deep understanding and effectively utilize our key tools, data, and systems
Prioritises the team ahead of oneself
An ability to work analytically

What we are looking for

Native or fluent German language skills are essential (verbal and written)
An individual with a strong sense of professional and personal integrity and high ethical standards
A keen interest in investment management and what Dimensional do, how we serve our clients and our place in the industry
Curiosity for our clients and their individual businesses, including the way in which we service different client types through individual meetings, study groups, or Events
Show initiative,