Private Wealth Client Services Associate

Dodge-; San Francisco (CA); Presencial; USD 130.000 - 185.000; Jornada completa

Descripción de la vacante

Dodge & Cox seeks an experienced Private Wealth Client Service Associate to partner with Client Portfolio Managers in managing high-net-worth relationships. You will coordinate all non-investment aspects of these relationships, interfacing with Operations, Legal, Compliance, Trading, and Portfolio Management, as well as external custodians.

The role emphasizes onboarding, cash flows, asset transfers, and life-planning support, with a focus on exceptional service and cross-department

Formación

• Four-year college degree with 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.
• CFP, CFA, or CPA are preferred though not required.

Responsabilidades

• 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.
• Coordinate Legal and Compliance review of Investment Management Agreements and investment guidelines.
• Manage and execute client cash flows, asset transfers, and account maintenance.
• Interface with internal Operations, Legal, Compliance, Trading, and Portfolio Management departments as well as external custodians.
• Serve as coordination hub for client needs at key life planning inflection points (gifting, estate distributions).
• Facilitate inquiries related to proxies, class actions, corporate actions, and client audits.
• Represent the Private Client CSA team on cross-functional projects where the department is a stakeholder.

Conocimientos

Communication

Analytical skills

Organization

Client service

Prioritization

Proactivity

Educación

B.A./B.S.

Herramientas

MS Excel

PowerPoint

MS Office

Adobe Acrobat

MS CRM

Descripción del empleo

Dodge & Cox seeks an experienced Private Wealth Client Service Associate to partner with Client Portfolio Managers in managing high-net-worth relationships. You will coordinate all non-investment aspects of these relationships, interfacing with Operations, Legal, Compliance, Trading, and Portfolio Management, as well as external custodians.

The role emphasizes onboarding, cash flows, asset transfers, and life-planning support, with a focus on exceptional service and cross-department