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PBX Operator (Business Services Associate)

Notes to applicants:
  • Most roles at Dimensional will be part of our best-of-both hybrid working model. This includes working together in the office on Tuesdays, Wednesdays and Thursdays, and choosing to work where one works best on Mondays and Fridays. This maximizes in person collaboration and interaction while simultaneously providing flexibility. This broad universal approach applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.
  • Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.
  • Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.

Job Description:
The Corporate Services team is dedicated to customer service and hospitality by providing all employees and clients with an exceptional overall experience from the moment they enter a Dimensional building. The Business Services Associate will be responsible for answering and routing calls coming into Dimensional’s main line switchboards. The Associate position will also support day-to-day office administration tasks and departmental projects. Schedule will include a set schedule of early or late hours to help support other offices in the US.
DUTIES & RESPONSIBILITIES
  • Manage a heavy volume of incoming telephone inquiries and field calls appropriately using a web-based call management software.
  • Identify customers’ needs, clarify information, and correspond with appropriate internal party whilst following all communication procedures, policies, and guidelines.
  • Work with other departments via phone, email and office messenger to ensure proper information is communicated to or about our clients, guests and employees.
  • Maintain a high level of confidentiality and privacy around providing company information to external callers.
  • Ability to maintain a calm, warm, and friendly demeanor during all phone interactions, especially through challenging interactions.
  • Efficient organization and prioritization skills to manage multiple calls and requests in the most ideal order.
  • Willingness to learn and understand terms, verbiage, and technicalities of the Investment industry, which would be related to incoming calls that may be received.
  • Update call management guidelines on quarterly basis; liaise with other offices to ensure consistency.
  • Organize and lead a monthly or quarterly (based on need) meeting to update Management on call volume, challenges, ideas, etc.
  • Monitor department email distribution lists and dispatch emails to appropriate Corporate Services representative.
  • Ensure employee information is uploaded into company intranet and applications.
  • Special projects as assigned.
QUALIFICATIONS
REQUIRED
  • Bachelor's degree preferred.
  • Excellent verbal and written communication and interpersonal skills.
  • Strong phone and verbal communication skills along with active listening.
  • Must be flexible and possess a professional and friendly attitude.
  • Customer focus and the ability to multi-task, set priorities, and manage time effectively.
  • Excellent problem-solving skills.
  • Detail-oriented and organized.
  • Strong computer skills (Excel, Work, and Outlook) with the ability to learn programs as needed.
  • Able to work well under pressure.
  • Professional appearance and demeanor.
PREFERRED
  • At least 2 years of office or receptionist experience in a corporate environment.
  • Experience using a call management software.

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 employment opportunity for all applicants and employees. The Company does not unlawfully discriminate on the basis of race, color, religion, creed, sex, gender, gender identity, gender expression, national origin, age, disability, genetic information, ancestry, medical condition, marital status, covered veteran status, citizenship status, sexual orientation, or any other protected status. This policy applies to all areas of employment including recruitment, hiring, training, job assignment, promotion, compensation, benefits, transfer, discipline, termination, and social and recreational programs.

The added dimension that Dimensional Fund Advisors applies to asset management is that of academia. The fund manager bases its investing strategies on economic theory and research generated within the hallowed halls of such institutions as the Uni...

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DATE POSTED
July 23, 2023

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