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Client Service Associate - Private Client Group
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$145,000 - $175,000 a year
Full-time
- Dodge & Cox is seeking an experienced Client Service Associate (CSA) to join our Client Service team and partner with our Client Portfolio Managers (PMs) to manage our relationships with our high net worth investors, family offices, and non-profit organizations with separately managed accounts.
- Coordinate Legal and Compliance review of Investment Management Agreements and investment guidelines
- Interface and develop strong working relationships with all departments, including Portfolio Management and Trading, Client Service, Operations, Technology, Legal, and Compliance
- 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
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