Associate, Global Client Group (Retirement Group)
Dimensional(26 days ago)
About this role
An Associate within Dimensional’s Global Client Group supporting the Retirement and Insurance Distribution team. This is an early-career, client-facing role reporting to a Client Service Manager that provides exposure to distribution across insurance, retirement, and intermediary channels. The position offers collaboration with internal investment, analytics, and specialist teams and opportunities for professional growth.
Required Skills
- CRM
- Presentations
- Collaboration
- Client Service
- Data Analysis
- RFI
- Quality Control
- Business Development
- Investment Knowledge
- Time Management
+2 more
Qualifications
- Bachelor's Degree
- SIE
- Series 7
- Series 63/66
About Dimensional
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