Dimensional
Financial Services
Associate,ClientServices
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Associate, Client Services at Dimensional. Skills: Client services, Sales support. Track cohort status, coordination, priorities, and costs. Manage planning cycle and scheduling”
Industry & Context.
Problem solving
Willingness to travel
What They're Looking For.
Must Have
Bachelor's degree required, 1-3 years of work experience, Project management skills required, Computer skills required, SIE, Series 7, and Series 66 licenses required, Attain SIE, Series 7, and Series 66 within 12 weeks
Nice to Have
Academic record
What You'll Do.
Manage planning cycle and scheduling
Prepare and transmit cohort communications
Drive logistical coordination with Events Team
Drive logistical coordination with Marketing Team
Drive logistical coordination with Client Communications Team
Develop strategy for each training
Manage projects or enhancements to processes
and fulfill materials
Contribute to sales training
Analyze attendee demographics
Identify key topics covered
Assist facilitation of cohort
Foster productive onsite experience
How You'll Work.
Team & Collaboration
Events Team; Marketing Team; Client Communications Team; Facilitators; Client representatives
Communication Scope
Verbal communication; Written communication
Process & Methodology
Project planning, Time management, Organization
Full Job Description
### ### **Job Description:** The Global Client Group (GCG) leads Dimensional’s effort to grow our business, through both increasing existing relationships and developing new client relationships. The Client Services Team is responsible for strategically supporting GCG’s sales efforts and our clients in several areas, including virtual communications, conferences, client events, industry events, Practice Management, and Dimensional Way of Selling. In this role, you will specialize in running operations for the Way of Selling curriculum, supporting operational responsibility for both internal and client-facing cohorts year-round. A typical Way of Selling experience brings together a team of colleagues with facilitators to practice refined selling behaviors, and combines elements of meetings, conferences, and webinars. The operational lifecycle of logistics, planning, and staging for a Way of Selling cohort usually spans months before and weeks after the event. **Responsibilities:** * Track the status, coordination, priorities, and costs for all internal and external cohorts * Manage the planning cycle and scheduling for leadership, facilitators, and client representatives * Prepare and transmit cohort-facing communications before, during, and following cohorts * Drive logistical coordination with the Events Team, Marketing Team, and Client Communications Team to develop strategy for each training as needed * Manage any projects or enhancements to processes as needed * Maintain, customize, and fulfill all materials, collateral, and consumables * Contribute to sales training from start to finish, including analyzing attendee demographics, identifying key topics covered by a cohort, assisting facilitation of cohort, fostering productive onsite experience **Qualifications:** * Bachelor's degree required with a strong academic record * 1-3 years of work experience (including internships) * Strong project management skills including project planning, time management, organi
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