Dodge & Cox · 1 day ago
Private Client Team - Client Service Associate
San Francisco Office
Full-time
Onsite
Senior Level
$130K/yr - $185K/yr
5+ years expDodge & Cox is seeking an experienced Client Service Associate (CSA) to join our Client Service team and partner with our Client Portfolio Managers (CPMs) to manage our separate account relationships for high net worth investors, family offices, and non-profit organizations. The successful candidate will coordinate all non-investment aspects of these relationships and interface with various internal departments to meet client investment objectives while providing excellent personal service.
BankingConsultingFinanceFinancial Services
Responsibilities
Act as the primary operational point of contact for clients, custodians, consultants, and third parties
Manage all aspects of the client lifecycle, including new account onboarding, account transitions, and account closures
Understand the client’s financial objectives and how Dodge & Cox fits into their overall investment strategy
Coordinate Legal and Compliance review of Investment Management Agreements and investment guidelines
Manage and execute client cash flows, asset transfers, and account maintenance
Serve as coordination hub for client needs at key life planning inflection points (includes gifting, account splits, estate distributions)
Facilitate and address inquiries related to proxies, class actions, corporate actions, and client audits
Communicate and work with client’s attorneys, CPAs, and outside advisors
Interface and develop strong working relationships with all departments, including Portfolio Management and Trading, Client Service, Operations, Technology, Legal, and Compliance
Represent the Private Client CSA team on cross-functional projects where the department is a stakeholder
Qualification
Required
Four-year college degree (B.A. or B.S.) with an excellent academic record
Minimum of five years of experience working with high net worth separate account clients
Demonstrate intellectual curiosity about the investment business and knowledge of equity and fixed income products
Exceptional verbal and written communication skills; strong proofing and editing skills
Highly organized, detail-oriented, flexible, reliable, curious, proactive, and service-oriented
Strong analytical and problem-solving skills
Ability to manage multiple priorities and meet tight deadlines
Collegial and collaborative
Proficiency in MS CRM, MS Excel, PowerPoint, MS Office and Adobe Acrobat
Comfortable with proactively soliciting input and feedback from colleagues
Preferred
Familiarity with estate planning, various trust instruments, and personal financial planning
Candidates with CFP, CFA, or CPA are preferred though not required
Benefits
100% of all healthcare premiums for employees and their families
Fully funding a retirement plan at 25% of the total compensation to the IRS limit
Company
Dodge & Cox
Dodge & Cox American is Fund management company,provides professional investment management services to individuals, retirement funds, and.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Tina De Carolis
Executive Assistant to CTO
Recent News
2025-09-15
The Telegraph
2025-03-01
MarketScreener
2025-02-10
Company data provided by crunchbase