Telecommute Customer Service Associate

Associate, Global Client Group (Independent Advisor Group)Applylocations: Full timeposted on: Posted Todayjob requisition id: 2026-8952For this position, which is subject to credentials, industry experience, education, training/certifications, and/or geographic differentials, Dimensional reasonably expects to pay a salary range of:$81,000 - $118,000This role may also be eligible to receive a discretionary bonus.**Job Description:**The Global Client Group (GCG) is Dimensional’s distribution arm, comprising sales channels that target a diverse client set. Our Independent Advisor Group (IAG) is responsible for working with fee-only financial advisors (RIAs) across the country. This role will support Regional Directors working with our largest RIA clients across the west coast.**Developing and constructing complex portfolio analysis for current Advisor clients and prospects* Identifying and discussing key findings of portfolio analyses to clients* Delivering educational investment related webinars to Advisor clients* Answering the Financial Advisor hotline and providing answers and solutions to ad hoc investment questions and related client service* Assisting in the initial development of investment related marketing materials and charts* Developing a robust understanding of Advisor business practices* Developing a deep understanding of capital market research and application to portfolio management* Some travel may be expected**Qualifications:*** Bachelor's degree required with a strong academic record* 2-4 years of experience in the Financial Services Industry* Solid understanding of Dimensional's investment philosophy* Strong analytical skills* Solid quantitative problem-solving skills* Excellent verbal and written communication and interpersonal skills* Detail-oriented* Able to work equally well in a team environment and independently* Self-starter who is capable of managing multiple projects and meeting deadlines* Strong computer skills (Excel and Access) with the ability to learn programs as needed* Intention to pursue outside investment-related education (e.g., MBA, CFA, CFP)* SIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses required and must be obtained within the first 12 weeks of hire as a condition of employmentThis role is not eligible for immigration sponsorship.#LI-HybridDimensional 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 opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.### Similar Jobs (1)#### Associate, Global Client Group (Enterprise)locations: As a leading global investment firm, we offer systematic, value-added investment solutions based on robust science and thoughtful implementation.Every employee plays a role in delivering these experiences, and we know we can achieve the most when we work as a team to endeavor to help improve investors’ lives.For more information about Dimensional and our current opportunities, please visit our Careers site.*Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office. Resumes and portfolios (when applicable) are required as part of your application. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.* The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use.* If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.

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