Private Client Team - Client Service Associate

About the role

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.

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
• 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
• Able 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

Pay

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.

Benefits

• 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

Benefits

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.