Private Client Team - Client Service Associate
Dodge(24 days ago)
About this role
The Client Service Associate will partner with Client Portfolio Managers to manage separate account relationships for high net worth individuals, family offices, and non-profits. The role coordinates all non-investment aspects of client relationships and interfaces with internal teams and external custodians to support clients’ investment objectives while delivering high-touch service.
Required Skills
- Client Service
- Account Onboarding
- Cash Management
- Account Maintenance
- Estate Planning
- Trusts
- Financial Planning
- Communication
- Problem Solving
- Detail Oriented
+5 more
Qualifications
- BA or BS
- CFP
- CFA
- CPA
About Dodge
dodgeandcox.comDodge & Cox manages money for individuals and institutions using a single value-oriented investment philosophy across a focused set of strategies. Learn more
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