Associate – Client Reporting

Job Description:

Associate – Japan Marketing & Client Service The Global Client Group (GCG) leads Dimensional’s efforts to acquire long-term client relationships and increase the firm’s reach in the marketplace. Team members work closely with both institutions and financial intermediaries to offer focused, specialized support and ensure the delivery of a consistently impeccable client experience. Everyone is empowered to offer up and execute on innovative ways to produce results.

Japan Marketing and Client Service team member will work closely with members of Global Client Group, Investment team, and Compliance to facilitate content deployment for the Japanese investors. The candidate should be interested in developing expertise related to investment management, while growing skills in business process and project management.

Japan

Marketing and Client Service team member will play a vital role in advocating and advancing Dimensional’s sales and marketing strategy for connecting with clients and prospects. This role sits within the Tokyo Global Client Group and works collaboratively across the organization to support Marketing initiatives. The role will also provide support related to Client Service, such as RFP, reporting and account management.

Responsibilities:

• Collaborate with internal teams across the globe including Marketing, Compliance, and Investment team from content deployment to localization
• Responsible for Japanizing Marketing/Presentation materials for publication from start to finish
• Responsible for sourcing, updating, deploying and governing content used to support Dimensional’s client-facing teams through the timely production of content for client meetings and events as well as publishing via Public / Private Websites (including Media and Digital Marketing)
• Manage overall progress of marketing initiatives, campaigns and events
• Support team head for creating RFP/ Manager Entry / due diligence questionaries with global teams
• Support team head for generating standard and custom monthly and quarterly reports to clients, consultants and service providers
• Support team head for pension account management including cash management and fund order
• Support team head for client account Onboarding and Offboarding
• Support team head to provide quality control for all client requests and support day-to-day activities
• Support team head for being a point of contact for ad-hoc requests arising from sales channels
• Develop a robust understanding of Dimensional’s investment philosophy and process
• Seek opportunities for professional development

Qualifications:

• At least 5-10 years of relevant work experience (5-10 years of experience at one or two companies is desirable)
• Outstanding verbal and written communication skills in both Japanese and English
• Self-starter with the ability to work well in a fast-paced environment and capable of managing multiple projects and meeting deadlines
• Team oriented – ability to apply analytical and decision-making skills in a collaborative environment
• Strong communication skills with an ability to gain trust and confidence from both external and internal stakeholders (Excellent interpersonal, negotiation, and influencing skills)
• Flexible, proactive, adaptable, and responsive mindset (Willingness to contribute beyond core responsibilities)
• Strong analytical and quantitative problem-solving skills
• Highly organized, with strong attention to detail and commitment to accuracy

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.