UHNW Private Wealth Client Services 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 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.