Private Client Team - Client Service Associate

Dodge & Cox; San Francisco (CA); On-site; USD 130,000 - 185,000; Full time

Benefits offered by this job

Healthcare premiums covered

Retirement plan funded at 25% of total

Job summary

Dodge & Cox seeks an experienced Private Wealth professional to join our Client Service team as a Client Service Associate, partnering with CPMs to manage high-net-worth, family office, and non-profit relationships.

The role coordinates all non-investment aspects, interfacing with Operations, Legal, Compliance, Trading, and Portfolio Management, as well as external custodians, to meet client objectives with superior service.

Qualifications

• Four-year college degree with an excellent academic record.
• Minimum of five years of experience with high net worth separate account clients.
• Adept at using AI or other emerging technologies to work more efficiently and deliver a stronger client experience.
• Familiarity with estate planning, trusts, and personal financial planning preferred.
• 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.
• CFP, CFA, or CPA preferred though not required.

Responsibilities

• Act as the primary operational point of contact for clients, custodians, consultants, and third parties.
• Manage all aspects of the client lifecycle, including onboarding, transitions, and closures.
• Understand client financial objectives and how Dodge & Cox fits into their investment strategy.
• Coordinate Legal and Compliance review of Investment Management Agreements and guidelines.
• Manage and execute client cash flows, asset transfers, and account maintenance.
• Leverage AI and other technologies to streamline account servicing and improve information accuracy.
• Serve as coordination hub for client needs at life planning inflection points.
• Facilitate inquiries related to proxies, class actions, corporate actions, and audits.
• Communicate with clients’ attorneys, CPAs, and outside advisors.
• Interface with all departments and cross-functional teams.
• Represent the Private Client CSA team on cross-functional projects.

Skills

Client service

Communication (verbal & written)

Analytical skills

Organization

Multitasking

Collaboration

Education

Bachelor’s degree (B.A./B.S.)

Tools

MS CRM

MS Excel

PowerPoint

MS Office

Adobe Acrobat

Job description

Dodge & Cox is seeking an experienced Private Wealth professional with a background servicing UHNW clients on discretionary investment accounts to join our Client Service team as a Client Service Associate (CSA). In this role, you would 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 members of our internal Operations, Legal, Compliance, Trading, and Portfolio Management departments as well as with external custodians to meet our client's investment objectives while providing excellent personal service.

The Private Client Group sits at the intersection of every function at the firm. This team is the trusted face of Dodge & Cox for some of our most sophisticated clients, and the primary channel through which their objectives are understood, translated, and delivered across the organization. Few roles offer this level of direct client trust combined with this much cross-firm visibility, from Portfolio Management and Trading to Legal, Compliance, and senior leadership.

Primary 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
• Leverage AI and other emerging technologies to streamline account servicing, surface client needs proactively, and improve the accuracy of information delivered across teams
• 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

Qualifications

Dodge & Cox targets candidates with high levels of academic and professional achievement and leadership ability.

• 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
• Adept at using AI or other emerging technologies to work more efficiently and deliver a stronger client experience
• Familiarity with estate planning, various trust instruments, and personal financial planning preferred
• 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
• Candidates with CFP, CFA, or CPA are preferred though not required

Who Should Apply

This role is well suited to candidates with hands-on experience servicing ultra-high-net-worth clients on discretionary investment accounts. Strong candidates are able to speak knowledgeably to aspects of an investment portfolio, coordinate effectively with outside advisors on tax and estate matters, and manage the operational complexity inherent to sophisticated investment relationships. This role calls for direct experience servicing investment accounts; a background in private banking or trust administration alone, without that investment exposure, would not fully prepare a candidate for the scope of this position.

The salary range for this position is $130k - $185k.

The listed pay scale denotes only the pay range of the base salary and does not include discretionary bonus compensation, which may make up an important portion of the total remuneration. Dodge & Cox encourages applicants to consider the value of the many competitive benefits it offers, including coverage of 100% of all healthcare premiums for employees and their families and fully funding a retirement plan at 25% of the total compensation to the IRS limit.

The job description above is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. It is the Company’s policy to provide equal opportunity to all persons without regard to race, color, religion, sex, pregnancy, marital or domestic partner status, sexual orientation, gender identity or expression, age, ancestry, national origin, disability, or medical condition, as defined in state and federal laws. This policy covers all aspects of employment including, but not limited to, recruitment, selection, training, promotion, transfer, compensation, demotion, and termination. By applying for a position with Dodge & Cox, you acknowledge that you have read our EEO Policy.

All Dodge & Cox employees must adhere to the Firm’s security policies and Code of Ethics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.