Dodge & Cox

Private Client Team - Client Service Associate

Dodge & Cox

2 months ago
San Francisco, CA
Onsite
Full Time
Senior
0 applicants
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Dodge & Cox
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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.

Skills

Qualifications

BA or BSCFPCFACPA
Dodge & Cox

About Dodge & Cox

dodgeandcox.com

Dodge & Cox manages money for individuals and institutions using a single value-oriented investment philosophy across a focused set of strategies. Learn more

About Dodge & Cox

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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