Associate, Client Services

Dimensional Fund Advisors

Client Services Associate managing operations for Dimensional's Way of Selling curriculum and supporting client training cohorts. Collaborating with sales team and handling logistical planning for events.

Posted 7/7/2026full-timeAustin • North Carolina, Texas • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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, organization
Ability to quickly and effectively respond to rapidly changing business needs and urgent requests
Excellent verbal and written communication and interpersonal skills
Detail-oriented
Ability to work equally well in a team environment and independently
Proactive and enthusiastic approach to problem solving, and an inclination to think outside the box and lead with creativity
Strong computer skills with the ability to learn programs as needed
Willingness to travel
SIE, Series 7, and Series 66 licenses (or attainment within the first 12 weeks of hire as a condition of employment)

Benefits

Comp & perks

comprehensive benefits
educational initiatives
special celebrations of our history, culture, and growth.

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Project PlanningTime ManagementOrganizationLogistical CoordinationCohort Management

Soft Skills

Interpersonal SkillsTeam CollaborationCreativityProactivityAdaptability

Certifications

SIE LicenseSeries 7 LicenseSeries 66 License