Dodgeandcox

Private Client Team - Client Service Associate

San Francisco Office

Sponsorship not specified$130k-$185kDetected 30 days ago

CRMExcelLeadershipCommunicationProblem SolvingOrganizational SkillsMicrosoft OfficeCFA

About the role

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.

Manage all aspects of the client lifecycle, including new account onboarding, account transitions, and account closures
Manage and execute client cash flows, asset transfers, and account maintenance
Interface and develop strong working relationships with all departments, including Portfolio Management and Trading, Client Service, Operations, Technology, Legal, and Compliance

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
Proficiency in MS CRM, MS Excel, PowerPoint, MS Office and Adobe Acrobat
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
Comfortable with proactively soliciting input and feedback from colleagues

Familiarity with estate planning, various trust instruments, and personal financial planning preferred
Candidates with CFP, CFA, or CPA are preferred though not required

This listing is sourced directly from Dodgeandcox's careers page and normalized into a canonical job model.