Dimensional

Financial Services

Associate,ClientServices

$65–85k ~AI est. Austin, Texas, United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Associate, Client Services at Dimensional. Skills: Client services, Sales support. Track cohort status, coordination, priorities, and costs. Manage planning cycle and scheduling”

Industry & Context.

Financial Services
Problems you'll solve

Problem solving

Eligibility Requirements

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

Free ATS check

Applying for this Associate, Client Services role?

Most applicants get filtered before a human reads their resume. See if yours makes the cut.

How to Apply on Workday

  • Workday has a multi-step form — save your progress after every section.
  • "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
  • Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
  • Job requisition numbers are useful when following up with HR by email.

ANONYMOUS · UNFILTERED

What do employees actually say about Dimensional?

Real rants from real employees. Read before you apply.

Read Company Rants →