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Private Client Services Associate — High Net Worth
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-08-12
Listing for:
Imea
Full Time
position Listed on 2026-08-12
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Management
Job Description & How to Apply Below
Dodge & Cox is seeking an experienced Client Service Associate to join the Client Service team and partner with our CPMs to manage high net worth and institutional relationships.
The role coordinates all non-investment client aspects, interfaces with operations, legal, compliance, trading, and portfolio management, and supports accurate onboarding, lifecycle management, and client service across a broad client base.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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