Private Client Team - Client Service Associate

Dodgeandcox · San Francisco Office · All 16 Dodgeandcox jobs

Pay shown$130,000 to $185,000 a yearPermanent

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Advertised pay
$130,000 to $185,000 a year
Checker · last seen live 14 Oct 2026
Pay readStill open
Advertised pay
$130,000 to $185,000 a year
Employment
Permanent
Posted
15 Sep 2026
Age
30+ days old (since 15 Sep)
Source
Employer's own page, Workday
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Required skills

  • Compliance
  • Leadership
  • Communication Skills
  • CRM
  • Excel
  • Microsoft Office
  • Tax
  • Administration
  • Recruitment
  • Security

Nice to have

  • Onboarding
  • Maintenance

About the job

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.

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Source: Dodgeandcox's careers site

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