About this role
Associate, Client Communities at Dimensional. Location: Austin, Texas, United States. Role: manage inbox, enter CRM, prepare reports Requirements: Bachelor's degree, 1-3 years in financial services, strong analytical/communication skills; Excel/PowerPoint; SIE/Series licenses or pursuing; able to travel; Hybrid work. Category: Business Operations Seniority: Mid Level Tools: Excel, PowerPoint, CRM Certifications: sie, series 7, series 63/66 Commitment: Full Time Workplace: Hybrid Languages: English