Private Client Team - Client Service Associate

Dodge & Cox is seeking an experienced Private Wealth professional with a background servicing ultra‑high‑net‑worth (UHNW) clients on discretionary investment accounts to join the Client Service team as a Client Service Associate (CSA). In this role you will partner with Client Portfolio Managers to manage separate‑account relationships for high‑net‑worth investors, family offices, and non‑profit organizations, coordinating all non‑investment aspects and interfacing with Operations, Legal, Compliance, Trading, Portfolio Management, and external custodians.

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 (including gifting, account splits, estate distributions).
• Facilitate and address inquiries related to proxies, class actions, corporate actions, and client audits.
• Communicate and work with the 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

• 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.
• Demonstrated 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 can speak knowledgeably about investment portfolios, coordinate effectively with outside advisors on tax and estate matters, and manage the operational complexity of sophisticated investment relationships. A background solely in private banking or trust administration without investment exposure would not fully prepare a candidate for the scope of this position.

Pay

Salary range: $130,000 – $185,000 base salary. The listed range does not include discretionary bonus compensation, which may represent a significant portion of total remuneration.

Benefits

• 100% coverage of all healthcare premiums for employees and their families.
• Retirement plan fully funded at 25% of total compensation up to the IRS limit.
• Competitive benefits package supporting overall employee well‑being.