Director of Client Experience
6 days ago
About the Company Culture
We value collaboration, innovation, and diversity at Dimensional Fund Advisors. Our team members are passionate about making a difference in the financial services industry.
About the Job Description
This job description outlines the key responsibilities and qualifications required for the Senior Team Lead - Client Relations role. If you are interested in this opportunity, please review the details carefully.
Responsibilities
- Lead a team of Client Relations Group representatives.
- Improve processes and efficiency.
- Develop and deliver presentations.
- Conduct performance evaluations.
- Resolve team issues.
- Partner with departmental and channel heads.
- Prepare presentations for senior leadership.
Qualifications
- Bachelor's degree required.
- 5+ years of experience in the Financial Services/Investment industry.
- Proven track record and history of sales success.
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