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DIRECTOR DINING SERVICES II- Loris, SC
Compass Group, North America
Loris, SC
…successful operation of Dining Services. The Director ensures client, customer service/satisfaction with efficient cost effective management that both meets and exceeds stated expectations.…
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CHEF / DINING SERVICES DIRECTOR - EASTOVER, SC
Compass Group, North America
EASTOVER, SC
- $70,000 to $75,000 USD / year
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PATIENT EXPERIENCE MANAGER, MUSC ART, Charleston, SC
Compass Group, North America
CHARLESTON, SC
…patient satisfaction initiatives in order to assure highest client and customer satisfaction levels and account retention, strong employee relations, achievement of financial goals and…
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Workout Officer II (US) Small Business and Commercial
TD Bank
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Understands and supports the Bank's Customer Service Strategy
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Power Engineering Technologist I - CC
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High school diploma or GED (Certain client projects or contractual requirements may require an Associate degree from a two - year college or technical school).
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…business model, key influencers (Owner/Practice Manager/Key Tech/Associate Vet/Front office staff), customer needs and identifies business…
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DIRECTOR DINING SERVICES I - Abilene, TX
Compass Group, North America
Columbia, SC
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Registered Nurse - Assistant Nurse Manager
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Amarillo, TX
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…education program. Credit for foreign nursing education higher that associate degree/entry level requires a formal degree equivalency validation from a recognized equivalency evaluation…
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Radiation Oncology/Hematology Oncology Registered Nurse
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Registered Nurse - Critical Care
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Cincinnati, OH · Minneapolis, MN · Ann Arbor, MI · Baltimore, MD · Bronx, NY · Smyrna, GA · Los Angeles, CA · Gainesville, FL · Richmond, VA
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Clearance Required -Security Site Supervisor
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Registered Nurse - Patient Aligned Care Team (Intermittent)
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Registered Nurse- Nursing Supervisor
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Case Manager II
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Associate, Global Client Group (Bank Trust Group)

United States

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Job details

Education: Bachelor’s degree
Experience: 1-3 years’ experience in the Financial Services Industry (including internships)
Posting language: English
Posted: Nov 2, 2026

Original job description

Job Description:

The Global Client Group (GCG) is Dimensional’s distribution arm, comprising sales channels that target a diverse client set. By putting the client first, we strive to transform the way the world invests, and our solutions are a testament to the value provided to our clients. GCG is responsible for developing new business relationships as well as managing current relationships with our global clients. We take the time to understand clients’ evolving needs, identifying where we can add value and collaborating to provide a better investment experience.

Our Bank Trust channel is responsible for working with bank & trust-based wealth management firms across the country. Our Associates provide relationship management and support to the Sales & Client Service teams in business development and retention activities for clients. They will gain an understanding of clients’ evolving needs, identify where we can add value and collaborate to provide a better investment experience, especially as it relates to growing our ESG, fixed income, ETF, and/or SMA offerings. With proven success, Associates will have the opportunity to work directly with clients, prospects and intermediaries to develop and expand personal and professional relationships.

Responsibilities:

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
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
1-3 years’ experience in the Financial Services Industry (including internships)
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, Series 7, and Series 63/66 licenses (or attainment within the first 8 weeks of hire as a condition of employment)
This role is not eligible for immigration sponsorship

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. 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.

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More about this job

Skills

Sales
Market research
Analytical skills
Problem solving
Communication skills
Interpersonal skills
Computer skills
Microsoft Excel
Microsoft Access
CFA

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