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    Client Service Associate-Private Client Group - San Francisco, United States - Dodge & Cox

    Dodge & Cox
    Dodge & Cox San Francisco, United States

    3 days ago

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    Description

    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. 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.

    Primary responsibilities include:

    • Act as the primary operational point of contact for custodians, consultants, and other 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 charitable gifting of securities
    • Facilitate and address inquiries related to proxies, class actions, corporate actions, and client audits
    • Serve as coordination hub for client needs at key life planning inflection points (includes gifting, account splits, estate distributions)
    • 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
    • Ability to manage multiple priorities and meet deadlines
    • Highly collegial and collaborative
    • High 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 highly recommended to apply
    The salary range for this position is $ k.

    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. Dodge & Cox encourages applicants to consider the value of the many competitive benefits it offers, including coverage of 100% of all healthcare premiums for employees and their families and fully funding a retirement plan at 25% of the total compensation up to the IRS Defined Contribution limit (See IRC § 415 for current limits). Dodge & Cox also provides additional benefits such as commuter, health & wellness, backup care, matching gift, employee assistance, and life and disability insurance. The listed pay scale reflects the base salary Dodge & Cox reasonably expects to pay for this position and is not a reflection of the highest and lowest base salary of any current Dodge & Cox employee. Actual base salary will be based on factors such as the candidate's prior relevant experience (including within and external to Dodge & Cox, as applicable), education, skills, and knowledge.

    Non-Supervisor (Anti Harassment Training)

    The job description above is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. It is the Company's policy to provide equal opportunity to all persons without regard to race, color, religion, sex, pregnancy, marital or domestic partner status, sexual orientation, gender identity or expression, age, ancestry, national origin, disability, or medical condition, as defined in state and federal laws. This policy covers all aspects of employment including, but not limited to, recruitment, selection, training, promotion, transfer, compensation, demotion, and termination. 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.
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