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Client Reporting Specialist
2 months ago
About the Role:
Dimensional Fund Advisors is seeking a skilled Client Reporting Specialist to join our team. As a Client Reporting Specialist, you will play a critical role in supporting our client services teams to build, maintain, and strengthen our global client relationships.
Key Responsibilities:
- Generate a large volume of standard and custom weekly, monthly, and quarterly reports to clients, consultants, and service providers.
- Provide quality control for client reports and requests and support day-to-day activities.
- Responsible for completing due diligence and client questionnaires.
- Investigate and address client inquiries with support/oversight from senior staff by evaluating client-specific circumstances and collaborating across departments to formulate responses; communicating your findings to senior staff.
- Deliver and maintain data integrity with intermediaries, data vendors, and research houses.
- Prepare materials used by Portfolio Management, Global Client Group, Marketing, and Presentations.
- Develop a robust understanding of Dimensional's investment philosophy and process.
- Seek opportunities for professional development.
Requirements:
- Bachelor's degree with strong academic record.
- 1+ year of relevant work or industry experience preferred.
- Exceptional communication skills, both verbal and written.
- Display extreme attention to detail while maintaining a focus on client deadlines.
- Team oriented – ability to apply analytical and decision-making skills in a global collaborative environment.
- Self-starter with the ability to work well in a fast-paced environment and capable of managing multiple projects and meeting deadlines.
- Proficiency in Microsoft Office (Excel, Word & PowerPoint) and a willingness to learn new programs.
About Dimensional Fund Advisors:
Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. We help investors pursue higher expected returns through a systematic investment process that integrates research insights with advanced portfolio design, management, and trading while balancing tradeoffs that can impact returns. We are headquartered in Austin, Texas, and have 15 global offices across North America, Europe, and Asia. As a global investment firm, we manage $677 billion for investors worldwide.
