Private Client Team - Client Service Associate

Dodge & Cox is seeking an experienced Private Wealth professional with a background servicing UHNW clients on discretionary investment accounts to join our Client Service team as a Client Service Associate (CSA). In this role, you would partner with our Client Portfolio Managers (CPMs) to manage our separate account relationships for high-net-worth investors, family offices, and non-profit organizations. The successful candidate will coordinate all non-investment aspects of these relationships and interface with members of our internal Operations, Legal, Compliance, Trading, and Portfolio Management departments as well as with external custodians to meet our client's investment objectives while providing excellent personal service.

The Private Client Group sits at the intersection of every function at the firm. This team is the trusted face of Dodge & Cox for some of our most sophisticated clients, and the primary channel through which their objectives are understood, translated, and delivered across the organization. Few roles offer this level of direct client trust combined with this much cross-firm visibility, from Portfolio Management and Trading to Legal, Compliance, and senior leadership.

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 (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

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

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

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 are able to speak knowledgeably to aspects of an investment portfolio, coordinate effectively with outside advisors on tax and estate matters, and manage the operational complexity inherent to sophisticated investment relationships. This role calls for direct experience servicing investment accounts;

a background in private banking or trust administration alone, without that investment exposure, would not fully prepare a candidate for the scope of this position.

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…