Private Client Team – Client Service Associate

Imea; San Francisco (CA); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Health benefits

Retirement plan funding

Job summary

Dodge & Cox is seeking an experienced Client Service Associate to join the Client Service team and partner with our CPMs to manage high net worth and institutional relationships.

The role coordinates all non-investment client aspects, interfaces with operations, legal, compliance, trading, and portfolio management, and supports accurate onboarding, lifecycle management, and client service across a broad client base.

Qualifications

• 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
• Candidates with CFP, CFA, or CPA are preferred though not required

Responsibilities

• Act as the primary operational contact for clients, custodians, consultants, and third parties
• Manage all aspects of the client lifecycle, including onboarding, transitions, and 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 across departments (Legal, Compliance, Operations, Portfolio Management, Trading)
• Interface and develop strong working relationships with Portfolio Management, Trading, Client Service, Operations, Technology, Legal, and Compliance

Skills

Verbal communication

Written communication

Editing

Organized

Detail-oriented

Multitasking

Analytical thinking

Problem solving

Collaborative

Education

Bachelor degree

Tools

MS CRM

MS Excel

PowerPoint

MS Office

Adobe Acrobat

Job description

Dodge & 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 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.

Primary responsibilities include:

• 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

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
• 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

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.