Client Services Analyst
CFA Institute
Dimensional seeks an Analyst for the Global Client Group to support sales and client service teams across advisor channels. You will learn portfolio analysis, assist in delivering investment solutions to financial advisors, and help expand client relationships with wirehouses and broker-dealers. Requirements include 1–2 years in financial services, a Bachelor's degree, strong analytical skills, and Excel/Access proficiency. Licensing (SIE, Series 7, 63/66) must be obtained within 12 weeks. #J-18808-Ljbffr
Vacancy posted 2 days ago
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