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- Tasks: Support client servicing and sales efforts in a dynamic investment management environment.
- Company: Join Dimensional, a leading firm in the investment management industry.
- Benefits: Comprehensive benefits, educational initiatives, and a supportive team culture.
- Why this job: Kickstart your career in Sales and Relationship Management with hands-on training.
- Qualifications: Strong integrity, curiosity, and a willingness to learn; CFA's IMC certificate required.
- Other info: Inclusive workplace with opportunities for personal and professional growth.
The predicted salary is between 30000 - 40000 £ per year.
The Client Service Analyst is responsible for supporting the client servicing and sales efforts within Dimensional's EMEA Client Group. This role is an ideal opportunity to break into the Investment Management industry and gain a full understanding of a sales department and contribute to the team through role-specific goals. The individual we are looking for will need to demonstrate an ability to be task orientated and possess a keen focus on attention to detail as a primary contributor to team workflow. In return you will receive best in class on the job training across multiple skills and disciplines and be able to collaborate and contribute to a team-based and inclusive environment. This truly is an entry level opportunity where we are seeking attitude and aptitude over experience. We believe we can upskill individuals who demonstrate intellectual curiosity and want to build a career within Sales and Relationship Management.
Typical Duties & Responsibilities
- Support the team with the preparation of basic client material e.g., prospecting packs, portfolio review books and ad-hoc presentations
- Administration including meeting preparation, client record keeping, basic market analytics, investment analysis and other ad-hoc duties
- Develop skills to become a primary user of our various analytics tools
- Own certain regulatory and client reporting deliverables
- Maintain records for our client and prospect pipelines
- Assist with sales research and support
- Regularly interact with clients - covering client calls and responding to basic ad hoc queries (phone and email)
- Support various aspects of channel-specific events (organising and preparation)
- Be able to demonstrate an understanding about the firm's products, our investment process, our systems, and our investment philosophy
- Continually review and seek out improvements to our processes and procedures
- Ensure necessary client data is accurate and up to date
Knowledge and Skill required
- Learn and improve essential skills-professionalism, effective communication, identifying team needs, accuracy, and quality work
- Gain a deep understanding and effectively utilize our key tools, data, and systems
- An ability to work analytically
What we are looking for
- An individual with a strong sense of professional and personal integrity and high ethical standards
- A keen interest in what Dimensional do, how we serve our clients and our place in the industry
- Show initiative, accountability and focus on quality
- Demonstrate curiosity, self-awareness, and maturity
- A problem-solving mindset with a positive attitude looking to refine existing processes
- Must hold, or pass within 6 months of joining, the CFA's IMC certificate or local equivalent.
Dimensional 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.
Analyst, Client Relationship Group employer: CFA Institute
Contact Detail:
CFA Institute Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Analyst, Client Relationship Group
✨Tip Number 1
Get to know the company inside out! Research Dimensional's products, investment philosophy, and recent news. This will not only help you in interviews but also show your genuine interest in the role.
✨Tip Number 2
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral!
✨Tip Number 3
Practice makes perfect! Prepare for common interview questions related to client service and sales. Role-play with a friend or use online resources to boost your confidence.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the team at Dimensional.
We think you need these skills to ace Analyst, Client Relationship Group
Some tips for your application 🫡
Show Your Enthusiasm: When writing your application, let your passion for the investment management industry shine through. We want to see that you're genuinely interested in what we do and how we serve our clients.
Be Detail-Oriented: Since attention to detail is key for this role, make sure your application is free from typos and errors. We appreciate a polished presentation, so take the time to proofread before hitting send!
Highlight Relevant Skills: Even if you don’t have direct experience, focus on transferable skills like communication, problem-solving, and analytical thinking. We’re looking for attitude and aptitude, so show us what you’ve got!
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to receive your details and keep track of your application!
How to prepare for a job interview at CFA Institute
✨Know Your Stuff
Before the interview, make sure you understand Dimensional's products and investment philosophy. Research their client servicing approach and be ready to discuss how you can contribute to their goals. This shows your genuine interest and helps you stand out.
✨Showcase Your Attention to Detail
Since the role requires a keen focus on detail, prepare examples from your past experiences where you've demonstrated this skill. Whether it's in school projects or previous jobs, having specific instances ready will highlight your suitability for the position.
✨Practice Your Communication Skills
As you'll be interacting with clients regularly, practice clear and concise communication. Consider doing mock interviews with friends or family, focusing on how you articulate your thoughts and respond to questions. This will help you feel more confident during the actual interview.
✨Demonstrate Your Curiosity
During the interview, ask insightful questions about the team dynamics, the tools they use, and how you can grow within the company. This not only shows your enthusiasm but also your willingness to learn and adapt, which is exactly what they're looking for.